Commonwealth Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Commonwealth Financial Services’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 Q3	$7.45M	Sell	105,714 -11,561	-10%	-$868K	1.33%	16
2026 Q2	$8.78M	Buy	+117,275	New	+$8.64M	1.18%	15

Other funds holding SPLV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Commonwealth Financial Services's SPLV Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.9% in Q3 2026, selling an estimated $868K and leaving 105,714 shares worth $7.45M. The position accounts for 1.33% of the portfolio, ranked #16.

Commonwealth Financial Services first reported a position in SPLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.78M in Q2 2026. 199 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Commonwealth Financial Services held 105,714 shares of Invesco S&P 500 Low Volatility ETF worth $7.45M as of Q3 2026.
Commonwealth Financial Services sold 11,561 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $868K.
Invesco S&P 500 Low Volatility ETF made up 1.33% of Commonwealth Financial Services's portfolio in Q3 2026, its #16 holding.
Commonwealth Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2026 and has held it in 2 quarters since.
Commonwealth Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $8.78M in Q2 2026.
199 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.