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CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$24.9M Sell
331,823
-19,305
-5% -$1.42M 0.33% 41
2026
Q1 		$25.7M Sell
351,128
-1,385
-0.4% -$103K 0.38% 41
2025
Q4 		$25.2M Sell
352,513
-14,675
-4% -$1.06M 0.38% 38
2025
Q3 		$27M Sell
367,188
-6,812
-2% -$498K 0.43% 38
2025
Q2 		$27.2M Buy
374,000
+1,331
+0.4% +$96.3K 0.46% 38
2025
Q1 		$27.8M Buy
372,669
+11,476
+3% +$829K 0.52% 35
2024
Q4 		$25.3M Sell
361,193
-5,950
-2% -$429K 0.49% 34
2024
Q3 		$26.3M Sell
367,143
-13,724
-4% -$943K 0.61% 34
2024
Q2 		$24.7M Buy
380,867
+2,655
+0.7% +$172K 0.53% 34
2024
Q1 		$24.9M Sell
378,212
-7,896
-2% -$503K 0.57% 33
2023
Q4 		$24.2M Sell
386,108
-24,543
-6% -$1.48M 0.6% 34
2023
Q3 		$24.1M Sell
410,651
-7,051
-2% -$436K 0.68% 33
2023
Q2 		$26.2M Sell
417,702
-16,405
-4% -$1.03M 0.74% 32
2023
Q1 		$27.1M Buy
434,107
+8,288
+2% +$518K 0.8% 31
2022
Q4 		$27.2M Buy
+425,819
New +$26.4M 1.01% 29
2022
Q3 		– Sell
-378,235
Closed -$23.5M – 159
2022
Q2 		$23.5M Buy
378,235
+13,148
+4% +$850K 0.97% 31
2022
Q1 		$24.5M Buy
365,087
+1,961
+0.5% +$128K 0.87% 32
2021
Q4 		$24.9M Sell
363,126
-1,367
-0.4% -$88K 0.91% 32
2021
Q3 		$22.2M Buy
364,493
+10,939
+3% +$690K 0.87% 33
2021
Q2 		$21.5M Buy
353,554
+8,386
+2% +$508K 0.88% 33
2021
Q1 		$20.1M Buy
345,168
+24,105
+8% +$1.36M 0.95% 31
2020
Q4 		$18.1M Buy
321,063
+1,665
+0.5% +$91.4K 0.89% 37
2020
Q3 		$17.1M Buy
319,398
+8,968
+3% +$476K 0.97% 32
2020
Q2 		$15.4M Buy
+310,430
New +$15.3M 0.94% 32
2019
Q4 		$2.27M Buy
+38,923
New +$2.23M 0.18% 69

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

CLA (CliftonLarsonAllen) Wealth Advisors's SPLV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5.5% in Q2 2026, selling an estimated $1.42M and leaving 331,823 shares worth $24.9M. The position accounts for 0.33% of the portfolio, ranked #41.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPLV in Q4 2019 and has held it in 25 quarters since. The position peaked at $27.8M in Q1 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 331,823 shares of Invesco S&P 500 Low Volatility ETF worth $24.9M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 19,305 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.42M.
  • Invesco S&P 500 Low Volatility ETF made up 0.33% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 25 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $27.8M in Q1 2025.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.