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	$44K	Buy	44,005 +38,770	+741%	+$2.86M	0.01%	711
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

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

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

Curated Wealth Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 741% in Q2 2026, buying an estimated $2.86M and bringing the position to 44,005 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #711.

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. 292 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Curated Wealth Partners held 44,005 shares of Invesco S&P 500 Low Volatility ETF worth $44K as of Q2 2026.
Curated Wealth Partners bought 38,770 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.86M.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #711 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.
292 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.