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

BXM Wealth’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 		$429K Hold
5,721
– – 0.23% 101
2026
Q1 		$418K Hold
5,721
– – 0.32% 73
2025
Q4 		$409K Buy
+5,721
New +$411K 0.32% 67

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
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
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BXM Wealth's SPLV Position: Q2 2026 in Review

BXM Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 5,721 shares worth $429K. The position accounts for 0.23% of the portfolio, ranked #101.

BXM Wealth first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • BXM Wealth held 5,721 shares of Invesco S&P 500 Low Volatility ETF worth $429K as of Q2 2026.
  • BXM Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.23% of BXM Wealth's portfolio in Q2 2026, its #101 holding.
  • BXM Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.