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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
2024
Q2 		– Sell
-6,955
Closed -$458K – 243
2024
Q1 		$458K Buy
+6,955
New +$443K 0.07% 91

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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
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.