Edgestream Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Edgestream Partners’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	$383K	Sell	5,108 -5,583	-52%	-$411K	0.01%	835
2026 Q1	$782K	Sell	10,691 -1,785	-14%	-$132K	0.03%	674
2025 Q4	$891K	Buy	+12,476	New	+$897K	0.03%	716
2025 Q1	–	Sell	-3,226	Closed	-$226K	–	1049
2024 Q4	$226K	Buy	+3,226	New	+$233K	0.01%	801
2024 Q3	–	Sell	-7,316	Closed	-$475K	–	1060
2024 Q2	$475K	Buy	7,316 +2,224	+44%	+$144K	0.02%	678
2024 Q1	$335K	Sell	5,092 -1,883	-27%	-$120K	0.02%	699
2023 Q4	$437K	Sell	6,975 -3,516	-34%	-$212K	0.03%	642
2023 Q3	$617K	Buy	+10,491	New	+$648K	0.05%	539
2023 Q2	–	Sell	-6,595	Closed	-$412K	–	901
2023 Q1	$412K	Buy	+6,595	New	+$412K	0.05%	428

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

Edgestream Partners's SPLV Position: Q2 2026 in Review

Edgestream Partners reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 52% in Q2 2026, selling an estimated $411K and leaving 5,108 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #835.

Edgestream Partners first reported a position in SPLV in Q1 2023 and has held it in 9 quarters since. The position peaked at $891K in Q4 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Edgestream Partners held 5,108 shares of Invesco S&P 500 Low Volatility ETF worth $383K as of Q2 2026.
Edgestream Partners sold 5,583 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $411K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #835 holding.
Edgestream Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 9 quarters since.
Edgestream Partners's Invesco S&P 500 Low Volatility ETF position peaked at $891K in Q4 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.