Emergent Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Emergent Wealth Advisors’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	$230K	Buy	3,067 +15	+0.5%	+$1.1K	0.12%	112
2026 Q1	$223K	Sell	3,052 -223	-7%	-$16.5K	0.13%	116
2025 Q4	$234K	Sell	3,275 -219	-6%	-$15.7K	0.13%	119
2025 Q3	$257K	Sell	3,494 -569	-14%	-$41.6K	0.15%	100
2025 Q2	$296K	Buy	4,063 +17	+0.4%	+$1.23K	0.19%	85
2025 Q1	$302K	Sell	4,046 -747	-16%	-$54K	0.22%	80
2024 Q4	$336K	Buy	4,793 +17	+0.4%	+$1.23K	0.24%	76
2024 Q3	$343K	Sell	4,776 -538	-10%	-$36.9K	0.25%	75
2024 Q2	$345K	Sell	5,314 -632	-11%	-$40.9K	0.28%	70
2024 Q1	$392K	Buy	5,946 +616	+12%	+$39.3K	0.34%	59
2023 Q4	$334K	Buy	+5,330	New	+$321K	0.31%	64

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

Emergent Wealth Advisors's SPLV Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.49% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,067 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #112.

Emergent Wealth Advisors first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $392K in Q1 2024. 753 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Emergent Wealth Advisors held 3,067 shares of Invesco S&P 500 Low Volatility ETF worth $230K as of Q2 2026.
Emergent Wealth Advisors bought 15 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.1K.
Invesco S&P 500 Low Volatility ETF made up 0.12% of Emergent Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Emergent Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $392K in Q1 2024.
753 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.