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Dynamic Advisor Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Dynamic Advisor 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 		$423K Sell
5,651
-125
-2% -$9.21K 0.01% 731
2026
Q1 		$422K Buy
5,776
+3
+0.1% +$222 0.01% 694
2025
Q4 		$412K Sell
5,773
-137
-2% -$9.85K 0.01% 677
2025
Q3 		$434K Buy
5,910
+5
+0.1% +$365 0.01% 673
2025
Q2 		$430K Buy
5,905
+608
+11% +$44K 0.01% 641
2025
Q1 		$396K Buy
5,297
+3
+0.1% +$217 0.01% 640
2024
Q4 		$371K Sell
5,294
-78
-1% -$5.63K 0.02% 487
2024
Q3 		$385K Sell
5,372
-85
-2% -$5.84K 0.01% 676
2024
Q2 		$354K Sell
5,457
-2,384
-30% -$154K 0.01% 713
2024
Q1 		$516K Buy
7,841
+1,962
+33% +$125K 0.02% 595
2023
Q4 		$370K Sell
5,879
-683
-10% -$41.1K 0.01% 655
2023
Q3 		$386K Sell
6,562
-381
-5% -$23.5K 0.02% 588
2023
Q2 		$436K Sell
6,943
-6,801
-49% -$426K 0.02% 530
2023
Q1 		$858K Sell
13,744
-11,020
-45% -$689K 0.05% 350
2022
Q4 		$1.58M Buy
24,764
+112
+0.5% +$6.95K 0.11% 208
2022
Q3 		$1.43M Sell
24,652
-87,265
-78% -$5.52M 0.11% 200
2022
Q2 		$6.94M Buy
111,917
+102,021
+1,031% +$6.6M 0.53% 39
2022
Q1 		$664K Sell
9,896
-1,402
-12% -$91.2K 0.05% 367
2021
Q4 		$775K Buy
11,298
+5,074
+82% +$327K 0.06% 326
2021
Q3 		$379K Sell
6,224
-75
-1% -$4.73K 0.03% 503
2021
Q2 		$384K Sell
6,299
-1,533
-20% -$92.9K 0.03% 484
2021
Q1 		$455K Sell
7,832
-3,280
-30% -$184K 0.04% 405
2020
Q4 		$625K Sell
11,112
-3,022
-21% -$166K 0.06% 320
2020
Q3 		$758K Sell
14,134
-517
-4% -$27.4K 0.09% 248
2020
Q2 		$728K Sell
14,651
-834
-5% -$41K 0.1% 225
2020
Q1 		$727K Sell
15,485
-5,261
-25% -$294K 0.13% 189
2019
Q4 		$1.21M Buy
20,746
+4,483
+28% +$257K 0.17% 156
2019
Q3 		$942K Buy
16,263
+187
+1% +$10.5K 0.15% 173
2019
Q2 		$885K Buy
16,076
+569
+4% +$30.6K 0.14% 177
2019
Q1 		$816K Sell
15,507
-53,976
-78% -$2.7M 0.15% 156
2018
Q4 		$3.36M Buy
69,483
+55,272
+389% +$2.68M 0.71% 31
2018
Q3 		$704K Buy
14,211
+78
+0.6% +$3.83K 0.15% 174
2018
Q2 		$670K Sell
14,133
-236
-2% -$11.1K 0.15% 175
2018
Q1 		$675K Sell
14,369
-1,333
-8% -$63.1K 0.17% 156
2017
Q4 		$750K Sell
15,702
-5,331
-25% -$251K 0.25% 123
2017
Q3 		$963K Sell
21,033
-4,053
-16% -$184K 0.38% 88
2017
Q2 		$1.12M Sell
25,086
-507
-2% -$22.5K 0.43% 74
2017
Q1 		$1.11M Sell
25,593
-3,521
-12% -$150K 0.43% 73
2016
Q4 		$1.21M Sell
29,114
-12,809
-31% -$522K 0.48% 67
2016
Q3 		$1.74M Sell
41,923
-4,430
-10% -$187K 0.66% 42
2016
Q2 		$1.98M Sell
46,353
-2,711
-6% -$110K 0.8% 35
2016
Q1 		$1.98M Sell
49,064
-4,406
-8% -$168K 0.84% 34
2015
Q4 		$2.06M Buy
53,470
+10,140
+23% +$387K 0.85% 32
2015
Q3 		$1.56M Sell
43,330
-2,855
-6% -$106K 0.79% 39
2015
Q2 		$1.69M Sell
46,185
-22,016
-32% -$825K 0.99% 31
2015
Q1 		$2.59M Sell
68,201
-10,987
-14% -$419K 1.3% 22
2014
Q4 		$3.01M Buy
79,188
+30,847
+64% +$1.13M 1.61% 14
2014
Q3 		$1.69M Buy
48,341
+1,441
+3% +$50.5K 0.92% 27
2014
Q2 		$1.67M Sell
46,900
-4,715
-9% -$163K 1% 28
2014
Q1 		$1.76M Sell
51,615
-9,150
-15% -$301K 1.2% 18
2013
Q4 		$2.02M Buy
+60,765
New +$1.97M 1.49% 8

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
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 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

Dynamic Advisor Solutions's SPLV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.2% in Q2 2026, selling an estimated $9.21K and leaving 5,651 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #731.

Dynamic Advisor Solutions first reported a position in SPLV in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.94M in Q2 2022. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Dynamic Advisor Solutions held 5,651 shares of Invesco S&P 500 Low Volatility ETF worth $423K as of Q2 2026.
  • Dynamic Advisor Solutions sold 125 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $9.21K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #731 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $6.94M in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.