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

Crewe 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	$11.2K	Hold	149	–	–	﹤0.01%	737
2026 Q1	$10.9K	Hold	149	–	–	﹤0.01%	624
2025 Q4	$10.6K	Sell	149 -287	-66%	-$20.6K	﹤0.01%	612
2025 Q3	$32K	Buy	436 +287	+193%	+$21K	﹤0.01%	424
2025 Q2	$10.9K	Hold	149	–	–	﹤0.01%	449
2025 Q1	$11.1K	Hold	149	–	–	﹤0.01%	418
2024 Q4	$10.4K	Hold	149	–	–	﹤0.01%	425
2024 Q3	$10.7K	Hold	149	–	–	﹤0.01%	486
2024 Q2	$9.68K	Hold	149	–	–	﹤0.01%	702
2024 Q1	$9.81K	Buy	+149	New	+$9.5K	﹤0.01%	620

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

Crewe Advisors's SPLV Position: Q2 2026 in Review

Crewe Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 149 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Crewe Advisors first reported a position in SPLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $32K in Q3 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Crewe Advisors held 149 shares of Invesco S&P 500 Low Volatility ETF worth $11.2K as of Q2 2026.
Crewe 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 ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #737 holding.
Crewe Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 10 quarters since.
Crewe Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $32K in Q3 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.