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Dominguez Wealth Management Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Dominguez Wealth Management Solutions’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 		$12.8M Buy
170,427
+1,172
+0.7% +$86.3K 7.03% 5
2026
Q1 		$12.4M Buy
169,255
+14,512
+9% +$1.08M 7.5% 5
2025
Q4 		$11.1M Buy
154,743
+8,830
+6% +$635K 6.76% 5
2025
Q3 		$10.7M Buy
145,913
+10,080
+7% +$737K 6.79% 5
2025
Q2 		$9.89M Buy
135,833
+7,866
+6% +$569K 6.86% 5
2025
Q1 		$9.56M Buy
127,967
+5,628
+5% +$406K 7.01% 5
2024
Q4 		$8.56M Buy
122,339
+1,453
+1% +$105K 6.25% 5
2024
Q3 		$8.67M Sell
120,886
-3,060
-2% -$210K 6.28% 5
2024
Q2 		$8.05M Buy
123,946
+8,040
+7% +$521K 6.06% 5
2024
Q1 		$7.63M Buy
115,906
+3,256
+3% +$208K 6.01% 5
2023
Q4 		$7.06M Sell
112,650
-2,151
-2% -$129K 5.85% 5
2023
Q3 		$6.75M Buy
114,801
+411
+0.4% +$25.4K 6.23% 4
2023
Q2 		$7.18M Buy
114,390
+735
+0.6% +$46K 6.28% 4
2023
Q1 		$7.09M Buy
113,655
+1,138
+1% +$71.1K 6.51% 4
2022
Q4 		$7.19M Buy
+112,517
New +$6.98M 7.15% 4

Other funds holding SPLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Dominguez Wealth Management Solutions's SPLV Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.69% in Q2 2026, buying an estimated $86.3K and bringing the position to 170,427 shares worth $12.8M. The position accounts for 7.03% of the portfolio, ranked #5.

Dominguez Wealth Management Solutions first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Dominguez Wealth Management Solutions held 170,427 shares of Invesco S&P 500 Low Volatility ETF worth $12.8M as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 1,172 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $86.3K.
  • Invesco S&P 500 Low Volatility ETF made up 7.03% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #5 holding.
  • Dominguez Wealth Management Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.