Cross Staff Investments’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cross Staff Investments’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	$350K	Buy	4,670 +274	+6%	+$20.2K	0.2%	105
2026 Q1	$322K	Buy	4,396 +4	+0.1%	+$296	0.16%	102
2025 Q4	$314K	Buy	4,392 +4	+0.1%	+$288	0.17%	106
2025 Q3	$322K	Sell	4,388 -746	-15%	-$54.5K	0.23%	101
2025 Q2	$374K	Hold	5,134	–	–	0.28%	93
2025 Q1	$384K	Hold	5,134	–	–	0.29%	89
2024 Q4	$359K	Hold	5,134	–	–	0.25%	92
2024 Q3	$368K	Sell	5,134 -550	-10%	-$37.8K	0.28%	92
2024 Q2	$369K	Hold	5,684	–	–	0.31%	85
2024 Q1	$374K	Hold	5,684	–	–	0.32%	89
2023 Q4	$356K	Hold	5,684	–	–	0.32%	87
2023 Q3	$334K	Sell	5,684 -632	-10%	-$39.1K	0.33%	86
2023 Q2	$397K	Hold	6,316	–	–	0.36%	80
2023 Q1	$394K	Hold	6,316	–	–	0.39%	81
2022 Q4	$404K	Sell	6,316 -418	-6%	-$25.9K	0.42%	76
2022 Q3	$389K	Hold	6,734	–	–	0.44%	73
2022 Q2	$418K	Hold	6,734	–	–	0.46%	71
2022 Q1	$452K	Hold	6,734	–	–	0.42%	74
2021 Q4	$462K	Buy	+6,734	New	+$434K	0.41%	77

Other funds holding SPLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cross Staff Investments's SPLV Position: Q2 2026 in Review

Cross Staff Investments increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,670 shares worth $350K. The position accounts for 0.2% of the portfolio, ranked #105.

Cross Staff Investments first reported a position in SPLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $462K in Q4 2021. 354 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Cross Staff Investments held 4,670 shares of Invesco S&P 500 Low Volatility ETF worth $350K as of Q2 2026.
Cross Staff Investments bought 274 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $20.2K.
Invesco S&P 500 Low Volatility ETF made up 0.2% of Cross Staff Investments's portfolio in Q2 2026, its #105 holding.
Cross Staff Investments first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Invesco S&P 500 Low Volatility ETF position peaked at $462K in Q4 2021.
354 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.