DiNuzzo Private Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

DiNuzzo Private Wealth’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	$7.49K	Hold	100	–	–	﹤0.01%	331
2026 Q1	$7.31K	Hold	100	–	–	﹤0.01%	318
2025 Q4	$7.14K	Hold	100	–	–	﹤0.01%	323
2025 Q3	$7.35K	Hold	100	–	–	﹤0.01%	309
2025 Q2	$7.28K	Hold	100	–	–	﹤0.01%	305
2025 Q1	$7.47K	Hold	100	–	–	﹤0.01%	292
2024 Q4	$7K	Hold	100	–	–	﹤0.01%	292
2024 Q3	$7.17K	Hold	100	–	–	﹤0.01%	298
2024 Q2	$6.5K	Hold	100	–	–	﹤0.01%	252
2024 Q1	$6.59K	Hold	100	–	–	﹤0.01%	224
2023 Q4	$6.27K	Buy	+100	New	+$6.02K	﹤0.01%	216

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

DiNuzzo Private Wealth's SPLV Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 100 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

DiNuzzo Private Wealth first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

DiNuzzo Private Wealth held 100 shares of Invesco S&P 500 Low Volatility ETF worth $7.49K as of Q2 2026.
DiNuzzo Private Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #331 holding.
DiNuzzo Private Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.