Coppell Advisory Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Coppell Advisory Solutions’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	$5.59M	Buy	+1,752	New	+$129K	0.46%	40
2025 Q2	–	Sell	-9,236	Closed	-$875K	–	432
2025 Q1	$875K	Buy	9,236 +6,963	+306%	+$503K	0.12%	163
2024 Q4	$159K	Sell	2,273 -21,417	-90%	-$1.55M	0.02%	320
2024 Q3	$1.69M	Buy	23,690 +23,329	+6,462%	+$1.6M	0.25%	86
2024 Q2	$23.4K	Buy	+361	New	+$23.4K	﹤0.01%	717
2023 Q4	$8.7K	Sell	139 -59	-30%	-$3.55K	﹤0.01%	968
2023 Q3	$12.7K	Buy	+198	New	+$12.2K	﹤0.01%	575
2023 Q1	–	Sell	-198	Closed	-$12.7K	–	944
2022 Q4	$12.7K	Buy	+198	New	+$12.3K	﹤0.01%	578

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

Coppell Advisory Solutions's SPLV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 1,752 shares worth $5.59M. The stake represents 0.46% of the portfolio and ranks #40 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPLV as recently as Q1 2025.

Coppell Advisory Solutions first reported a position in SPLV in Q4 2022 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Coppell Advisory Solutions held 1,752 shares of Invesco S&P 500 Low Volatility ETF worth $5.59M as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.46% of Coppell Advisory Solutions's portfolio in Q2 2026, its #40 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 8 quarters since.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.