Curated Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Curated Wealth Partners’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	$392K	Hold	5,235	–	–	0.05%	137
2026 Q1	$383K	Hold	5,235	–	–	0.05%	130
2025 Q4	$374K	Hold	5,235	–	–	0.04%	138
2025 Q3	$385K	Hold	5,235	–	–	0.05%	111
2025 Q2	$381K	Hold	5,235	–	–	0.04%	111
2025 Q1	$391K	Sell	5,235 -1,440	-22%	-$104K	0.05%	106
2024 Q4	$467K	Hold	6,675	–	–	0.05%	90
2024 Q3	$479K	Sell	6,675 -280	-4%	-$19.2K	0.06%	82
2024 Q2	$452K	Buy	+6,955	New	+$450K	0.06%	83

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

Curated Wealth Partners's SPLV Position: Q2 2026 in Review

Curated Wealth Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 5,235 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #137.

Curated Wealth Partners first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $479K in Q3 2024. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Curated Wealth Partners held 5,235 shares of Invesco S&P 500 Low Volatility ETF worth $392K as of Q2 2026.
Curated Wealth Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #137 holding.
Curated Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Curated Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $479K in Q3 2024.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.