Buck Wealth Strategies’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Buck Wealth Strategies’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	$42.4K	Buy	+566	New	+$41.7K	﹤0.01%	361
2023 Q4	–	Sell	-618	Closed	-$36.3K	–	297
2023 Q3	$36.3K	Buy	+618	New	+$38.2K	0.01%	135
2023 Q2	–	Sell	-616	Closed	-$38.4K	–	279
2023 Q1	$38.4K	Buy	+616	New	+$38.5K	0.02%	65

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Buck Wealth Strategies's SPLV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 566 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SPLV as recently as Q3 2023.

Buck Wealth Strategies first reported a position in SPLV in Q1 2023 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Buck Wealth Strategies held 566 shares of Invesco S&P 500 Low Volatility ETF worth $42.4K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Buck Wealth Strategies position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #361 holding.
Buck Wealth Strategies first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 3 quarters since.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.