Cornerstone Planning Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cornerstone Planning Group’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	–	Sell	-94	Closed	-$6.93K	–	1941
2026 Q1	$6.93K	Hold	94	–	–	﹤0.01%	1009
2025 Q4	$6.84K	Sell	94 -284	-75%	-$20.4K	﹤0.01%	891
2025 Q3	$26.8K	Hold	378	–	–	﹤0.01%	495
2025 Q2	$27.6K	Hold	378	–	–	0.01%	355
2025 Q1	$27.2K	Hold	378	–	–	0.01%	345
2024 Q4	$27.3K	Buy	+378	New	+$27.3K	0.01%	264
2023 Q4	–	Sell	-56	Closed	-$3.29K	–	1018
2023 Q3	$3.29K	Buy	+56	New	+$3.46K	﹤0.01%	588

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

Cornerstone Planning Group's SPLV Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 94 shares — an estimated $6.93K sold.

Cornerstone Planning Group first reported a position in SPLV in Q3 2023 and held it in 7 quarters. The position peaked at $27.6K in Q2 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Cornerstone Planning Group reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 94 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $6.93K.
Cornerstone Planning Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and held it in 7 quarters.
Cornerstone Planning Group's Invesco S&P 500 Low Volatility ETF position peaked at $27.6K in Q2 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.