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Capstone Triton Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-3,399
Closed -$246K – 124
2026
Q1 		$246K Buy
+3,399
New +$252K 0.43% 51

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

Capstone Triton Financial Group's SPLV Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 3,399 shares — an estimated $246K sold.

Capstone Triton Financial Group first reported a position in SPLV in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Capstone Triton Financial Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 3,399 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $246K.
  • Capstone Triton Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Capstone Triton Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $246K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.