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

Destiny 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	–	Sell	-885	Closed	-$64.7K	–	962
2026 Q1	$64.7K	Buy	+885	New	+$65.6K	0.01%	400
2023 Q1	–	Sell	-1,239	Closed	-$79.2K	–	576
2022 Q4	$79.2K	Buy	1,239 +885	+250%	+$54.9K	0.02%	246
2022 Q3	$20K	Hold	354	–	–	﹤0.01%	354
2022 Q2	$22K	Hold	354	–	–	﹤0.01%	345
2022 Q1	$24K	Buy	+354	New	+$23K	﹤0.01%	368
2021 Q1	–	Sell	-5,579	Closed	-$314K	–	570
2020 Q4	$314K	Buy	+5,579	New	+$306K	0.07%	146

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

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

Destiny Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 885 shares — an estimated $64.7K sold.

Destiny Wealth Partners first reported a position in SPLV in Q4 2020 and held it in 6 quarters. The position peaked at $314K in Q4 2020. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Destiny Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 885 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $64.7K.
Destiny Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 6 quarters.
Destiny Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $314K in Q4 2020.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.