Elevation Capital Advisory’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Elevation Capital Advisory’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	–	Sell	-31,127	Closed	-$2.28M	–	81
2026 Q1	$2.28M	Buy	+31,127	New	+$2.31M	0.97%	34
2025 Q2	–	Sell	-8,321	Closed	-$622K	–	76
2025 Q1	$622K	Buy	+8,321	New	+$601K	0.27%	44
2024 Q4	–	Sell	-50,950	Closed	-$3.65M	–	73
2024 Q3	$3.65M	Buy	+50,950	New	+$3.5M	1.61%	24

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

Elevation Capital Advisory's SPLV Position: Q2 2026 in Review

Elevation Capital Advisory sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 31,127 shares — an estimated $2.28M sold.

Elevation Capital Advisory first reported a position in SPLV in Q3 2024 and held it in 3 quarters. The position peaked at $3.65M in Q3 2024. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Elevation Capital Advisory reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 31,127 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.28M.
Elevation Capital Advisory first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and held it in 3 quarters.
Elevation Capital Advisory's Invesco S&P 500 Low Volatility ETF position peaked at $3.65M in Q3 2024.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.