Continuum Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Continuum 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	$774K	Hold	10,340	–	–	0.26%	35
2026 Q1	$756K	Sell	10,340 -1,854	-15%	-$137K	0.31%	32
2025 Q4	$871K	Sell	12,194 -613	-5%	-$44.1K	0.34%	33
2025 Q3	$941K	Sell	12,807 -153	-1%	-$11.2K	0.4%	24
2025 Q2	$944K	Sell	12,960 -150	-1%	-$10.9K	0.45%	24
2025 Q1	$980K	Sell	13,110 -73	-0.6%	-$5.27K	0.5%	20
2024 Q4	$923K	Sell	13,183 -28	-0.2%	-$2.02K	0.47%	22
2024 Q3	$948K	Sell	13,211 -155	-1%	-$10.6K	0.51%	23
2024 Q2	$868K	Sell	13,366 -1,272	-9%	-$82.4K	0.46%	19
2024 Q1	$964K	Sell	14,638 -2,129	-13%	-$136K	0.55%	19
2023 Q4	$1.05M	Sell	16,767 -590	-3%	-$35.5K	0.68%	19
2023 Q3	$1.02M	Sell	17,357 -40	-0.2%	-$2.47K	0.72%	20
2023 Q2	$1.09M	Sell	17,397 -172	-1%	-$10.8K	0.77%	19
2023 Q1	$1.1M	Sell	17,569 -2,949	-14%	-$184K	0.89%	13
2022 Q4	$1.31M	Buy	+20,518	New	+$1.27M	1.3%	16

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

Continuum Wealth Advisors's SPLV Position: Q2 2026 in Review

Continuum Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 10,340 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #35.

Continuum Wealth Advisors first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2022. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Continuum Wealth Advisors held 10,340 shares of Invesco S&P 500 Low Volatility ETF worth $774K as of Q2 2026.
Continuum Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.26% of Continuum Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Continuum Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.31M in Q4 2022.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.