Diversify Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Diversify Advisory Services’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	$1.38M	Buy	+17,819	New	+$1.31M	0.02%	528
2026 Q1	–	Sell	-17,905	Closed	-$1.31M	–	763
2025 Q4	$1.31M	Sell	17,905 -240	-1%	-$17.3K	0.04%	319
2025 Q3	$1.28M	Sell	18,145 -84	-0.5%	-$6.14K	0.04%	306
2025 Q2	$1.34M	Sell	18,229 -201	-1%	-$14.5K	0.05%	265
2025 Q1	$1.33M	Sell	18,430 -907	-5%	-$65.5K	0.08%	169
2024 Q4	$1.32M	Sell	19,337 -184	-0.9%	-$13.3K	0.07%	190
2024 Q3	$1.41M	Buy	19,521 +8,521	+77%	+$585K	0.08%	204
2024 Q2	$713K	Sell	11,000 -4,725	-30%	-$306K	0.04%	306
2024 Q1	$1.03M	Buy	+15,725	New	+$1M	0.06%	245

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

Diversify Advisory Services's SPLV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 17,819 shares worth $1.38M. The stake represents 0.02% of the portfolio and ranks #528 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPLV as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2024. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Diversify Advisory Services held 17,819 shares of Invesco S&P 500 Low Volatility ETF worth $1.38M as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #528 holding.
Diversify Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $1.41M in Q3 2024.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.