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 Q2	$8.78M	Buy	+117,275	New	+$8.64M	1.18%	15

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Financial Services's SPLV Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 117,275 shares worth $8.78M. The stake represents 1.18% of the portfolio and ranks #15 among its holdings.

757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Commonwealth Financial Services held 117,275 shares of Invesco S&P 500 Low Volatility ETF worth $8.78M as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Commonwealth Financial Services position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 1.18% of Commonwealth Financial Services's portfolio in Q2 2026, its #15 holding.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.