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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Value Investment Professionals New York $119M AUM

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return