CI
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CX Institutional’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

CX Institutional’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 		$233K Sell
3,107
-300
-9% -$22.1K 0.01% 712
2026
Q1 		$249K Sell
3,407
-5,584
-62% -$414K 0.01% 660
2025
Q4 		$642K Buy
8,991
+1,876
+26% +$135K 0.02% 359
2025
Q3 		$523K Buy
7,115
+4,455
+167% +$326K 0.02% 422
2025
Q2 		$194K Sell
2,660
-242
-8% -$17.5K 0.01% 637
2025
Q1 		$217K Buy
+2,902
New +$210K 0.01% 579
2023
Q1 		– Sell
-10,971
Closed -$701K – 581
2022
Q4 		$701K Sell
10,971
-3,889
-26% -$241K 0.04% 323
2022
Q3 		$859K Buy
14,860
+2,930
+25% +$185K 0.06% 280
2022
Q2 		$740K Sell
11,930
-10,338
-46% -$668K 0.06% 266
2022
Q1 		$1.49M Buy
22,268
+4,307
+24% +$280K 0.12% 188
2021
Q4 		$1.23M Sell
17,961
-21,459
-54% -$1.38M 0.1% 185
2021
Q3 		$2.4M Sell
39,420
-15,561
-28% -$981K 0.2% 123
2021
Q2 		$3.35M Buy
54,981
+2,261
+4% +$137K 0.28% 98
2021
Q1 		$3.07M Buy
52,720
+32,596
+162% +$1.83M 0.27% 97
2020
Q4 		$1.13M Buy
20,124
+16,230
+417% +$891K 0.11% 185
2020
Q3 		$209K Sell
3,894
-1,266
-25% -$67.2K 0.02% 259
2020
Q2 		$256K Sell
5,160
-3,218
-38% -$158K 0.03% 228
2020
Q1 		$393K Sell
8,378
-547,648
-98% -$30.7M 0.06% 190
2019
Q4 		$32.4M Buy
556,026
+59,126
+12% +$3.39M 5.66% 1
2019
Q3 		$28.8M Sell
496,900
-53,880
-10% -$3.04M 4.65% 1
2019
Q2 		$30.3M Buy
550,780
+326,721
+146% +$17.6M 4.81% 1
2019
Q1 		$11.8M Buy
+224,059
New +$11.2M 2.08% 6

Other funds holding SPLV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CX Institutional's SPLV Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.8% in Q2 2026, selling an estimated $22.1K and leaving 3,107 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #712.

CX Institutional first reported a position in SPLV in Q1 2019 and has held it in 22 quarters since. The position peaked at $32.4M in Q4 2019. 151 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • CX Institutional held 3,107 shares of Invesco S&P 500 Low Volatility ETF worth $233K as of Q2 2026.
  • CX Institutional sold 300 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $22.1K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #712 holding.
  • CX Institutional first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and has held it in 22 quarters since.
  • CX Institutional's Invesco S&P 500 Low Volatility ETF position peaked at $32.4M in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.