Brown Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Brown Wealth Management’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	$1.1M	Buy	14,652 +3	+0%	+$221	0.25%	52
2026 Q1	$1.07M	Buy	14,649 +2	+0%	+$148	0.28%	48
2025 Q4	$1.05M	Buy	14,647 +3	+0%	+$216	0.28%	53
2025 Q3	$1.08M	Buy	14,644 +3	+0%	+$219	0.3%	53
2025 Q2	$1.07M	Sell	14,641 -170	-1%	-$12.3K	0.33%	51
2025 Q1	$1.11M	Buy	14,811 +2	+0%	+$144	0.38%	48
2024 Q4	$1.04M	Buy	14,809 +2	+0%	+$144	0.37%	42
2024 Q3	$1.06M	Buy	14,807 +2	+0%	+$137	0.38%	42
2024 Q2	$962K	Buy	14,805 +2	+0%	+$130	0.39%	43
2024 Q1	$975K	Sell	14,803 -186	-1%	-$11.9K	0.4%	41
2023 Q4	$939K	Sell	14,989 -6,723	-31%	-$405K	0.42%	39
2023 Q3	$1.28M	Sell	21,712 -6,035	-22%	-$373K	0.61%	32
2023 Q2	$1.74M	Buy	+27,747	New	+$1.74M	0.9%	28

Other funds holding SPLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Brown Wealth Management's SPLV Position: Q2 2026 in Review

Brown Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.02% in Q2 2026, buying an estimated $221 and bringing the position to 14,652 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #52.

Brown Wealth Management first reported a position in SPLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.74M in Q2 2023. 162 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Brown Wealth Management held 14,652 shares of Invesco S&P 500 Low Volatility ETF worth $1.1M as of Q2 2026.
Brown Wealth Management bought 3 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $221.
Invesco S&P 500 Low Volatility ETF made up 0.25% of Brown Wealth Management's portfolio in Q2 2026, its #52 holding.
Brown Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.74M in Q2 2023.
162 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.