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

Centurion 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	$304K	Sell	4,057 -3,698	-48%	-$272K	0.07%	223
2026 Q1	$567K	Hold	7,755	–	–	0.13%	149
2025 Q4	$554K	Hold	7,755	–	–	0.12%	147
2025 Q3	$570K	Hold	7,755	–	–	0.13%	138
2025 Q2	$565K	Hold	7,755	–	–	0.16%	108
2025 Q1	$543K	Hold	7,755	–	–	0.17%	96
2024 Q4	$543K	Hold	7,755	–	–	0.17%	96
2024 Q3	$556K	Buy	+7,755	New	+$533K	0.18%	92

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Centurion Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 48% in Q2 2026, selling an estimated $272K and leaving 4,057 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #223.

Centurion Wealth Management first reported a position in SPLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $570K in Q3 2025. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Centurion Wealth Management held 4,057 shares of Invesco S&P 500 Low Volatility ETF worth $304K as of Q2 2026.
Centurion Wealth Management sold 3,698 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $272K.
Invesco S&P 500 Low Volatility ETF made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #223 holding.
Centurion Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
Centurion Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $570K in Q3 2025.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.