BJL
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Brighton Jones LLC’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Brighton Jones LLC’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$907K Sell
12,110
-168
-1% -$12.4K 0.02% 546
2026
Q1 		$898K Buy
+12,278
New +$910K 0.02% 492
2025
Q4 		– Sell
-12,272
Closed -$902K – 821
2025
Q3 		$902K Sell
12,272
-575
-4% -$42K 0.02% 427
2025
Q2 		$936K Sell
12,847
-50
-0.4% -$3.62K 0.03% 346
2025
Q1 		$964K Sell
12,897
-185
-1% -$13.4K 0.03% 271
2024
Q4 		$916K Buy
13,082
+922
+8% +$66.5K 0.03% 279
2024
Q3 		$872K Sell
12,160
-197
-2% -$13.5K 0.03% 231
2024
Q2 		$803K Buy
12,357
+9
+0.1% +$583 0.03% 262
2024
Q1 		$813K Buy
12,348
+1,185
+11% +$75.6K 0.03% 259
2023
Q4 		$699K Sell
11,163
-637
-5% -$38.3K 0.03% 257
2023
Q3 		$694K Buy
11,800
+651
+6% +$40.2K 0.04% 229
2023
Q2 		$700K Sell
11,149
-1,537
-12% -$96.2K 0.04% 245
2023
Q1 		$792K Buy
12,686
+3
+0% +$187 0.04% 210
2022
Q4 		$810K Buy
12,683
+1,292
+11% +$80.2K 0.05% 188
2022
Q3 		$659K Hold
11,391
– – 0.04% 205
2022
Q2 		$706K Hold
11,391
– – 0.04% 192
2022
Q1 		$764K Hold
11,391
– – 0.04% 212
2021
Q4 		$782K Buy
+11,391
New +$733K 0.04% 203

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brighton Jones LLC's SPLV Position: Q2 2026 in Review

Brighton Jones LLC reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.4% in Q2 2026, selling an estimated $12.4K and leaving 12,110 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #546.

Brighton Jones LLC first reported a position in SPLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $964K in Q1 2025. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Brighton Jones LLC held 12,110 shares of Invesco S&P 500 Low Volatility ETF worth $907K as of Q2 2026.
  • Brighton Jones LLC sold 168 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $12.4K.
  • Invesco S&P 500 Low Volatility ETF made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #546 holding.
  • Brighton Jones LLC first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 18 quarters since.
  • Brighton Jones LLC's Invesco S&P 500 Low Volatility ETF position peaked at $964K in Q1 2025.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.