CSIA
SPLV icon

Conrad Siegel Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Conrad Siegel Investment 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 		$203K Buy
+2,713
New +$200K 0.03% 71
2025
Q2 		– Sell
-2,713
Closed -$203K – 55
2025
Q1 		$203K Buy
+2,713
New +$196K 0.05% 49

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
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
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Conrad Siegel Investment Advisors's SPLV Position: Q2 2026 in Review

Conrad Siegel Investment Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 2,713 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #71 among its holdings. This is a return to the name: Conrad Siegel Investment Advisors previously reported a position in SPLV as recently as Q1 2025.

Conrad Siegel Investment Advisors first reported a position in SPLV in Q1 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Conrad Siegel Investment Advisors held 2,713 shares of Invesco S&P 500 Low Volatility ETF worth $203K as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Conrad Siegel Investment Advisors position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.03% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Conrad Siegel Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.