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 Q3	$7.05K	Hold	100	–	–	﹤0.01%	350
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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

DiNuzzo Private Wealth's SPLV Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 100 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

DiNuzzo Private Wealth first reported a position in SPLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.49K in Q2 2026. 276 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

DiNuzzo Private Wealth held 100 shares of Invesco S&P 500 Low Volatility ETF worth $7.05K as of Q3 2026.
DiNuzzo Private Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #350 holding.
DiNuzzo Private Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $7.49K in Q2 2026.
276 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.