DHJJ Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

DHJJ Financial Advisors’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	$687K	Sell	9,170 -165	-2%	-$12.2K	0.2%	91
2026 Q1	$683K	Sell	9,335 -356	-4%	-$26.4K	0.23%	81
2025 Q4	$692K	Sell	9,691 -1,278	-12%	-$91.9K	0.23%	84
2025 Q3	$806K	Sell	10,969 -251	-2%	-$18.3K	0.27%	66
2025 Q2	$817K	Sell	11,220 -253	-2%	-$18.3K	0.3%	66
2025 Q1	$857K	Sell	11,473 -721	-6%	-$52.1K	0.35%	53
2024 Q4	$854K	Sell	12,194 -353	-3%	-$25.5K	0.33%	59
2024 Q3	$900K	Sell	12,547 -2,079	-14%	-$143K	0.36%	53
2024 Q2	$950K	Sell	14,626 -69	-0.5%	-$4.47K	0.4%	46
2024 Q1	$968K	Sell	14,695 -4	-0%	-$255	0.43%	44
2023 Q4	$921K	Sell	14,699 -58	-0.4%	-$3.49K	0.43%	44
2023 Q3	$868K	Sell	14,757 -46	-0.3%	-$2.84K	0.44%	45
2023 Q2	$930K	Buy	14,803 +495	+3%	+$31K	0.48%	45
2023 Q1	$890K	Sell	14,308 -695	-5%	-$43.4K	0.48%	46
2022 Q4	$953K	Sell	15,003 -241	-2%	-$15K	0.55%	42
2022 Q3	$882K	Sell	15,244 -70	-0.5%	-$4.43K	0.51%	43
2022 Q2	$949K	Sell	15,314 -71	-0.5%	-$4.59K	0.53%	43
2022 Q1	$1.04M	Buy	15,385 +17	+0.1%	+$1.11K	0.5%	41
2021 Q4	$1.05M	Buy	15,368 +7	+0%	+$451	0.5%	40
2021 Q3	$935K	Sell	15,361 -440	-3%	-$27.7K	0.48%	47
2021 Q2	$949K	Buy	15,801 +290	+2%	+$17.6K	0.5%	43
2021 Q1	$902K	Sell	15,511 -144	-0.9%	-$8.1K	0.52%	41
2020 Q4	$880K	Buy	+15,655	New	+$860K	0.55%	39

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

DHJJ Financial Advisors's SPLV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.8% in Q2 2026, selling an estimated $12.2K and leaving 9,170 shares worth $687K. The position accounts for 0.2% of the portfolio, ranked #91.

DHJJ Financial Advisors first reported a position in SPLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2021. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

DHJJ Financial Advisors held 9,170 shares of Invesco S&P 500 Low Volatility ETF worth $687K as of Q2 2026.
DHJJ Financial Advisors sold 165 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $12.2K.
Invesco S&P 500 Low Volatility ETF made up 0.2% of DHJJ Financial Advisors's portfolio in Q2 2026, its #91 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.05M in Q4 2021.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.