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

Empirical Wealth Management’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	$1.37M	Hold	18,328	–	–	0.02%	336
2026 Q1	$1.34M	Hold	18,328	–	–	0.02%	300
2025 Q4	$1.31M	Sell	18,328 -825	-4%	-$59.3K	0.02%	297
2025 Q3	$1.41M	Buy	19,153 +1	+0%	+$73	0.03%	280
2025 Q2	$1.39M	Buy	19,152 +20	+0.1%	+$1.45K	0.03%	271
2025 Q1	$1.43M	Sell	19,132 -440	-2%	-$31.8K	0.04%	259
2024 Q4	$1.37M	Hold	19,572	–	–	0.04%	242
2024 Q3	$1.4M	Buy	19,572 +440	+2%	+$30.2K	0.04%	229
2024 Q2	$1.24M	Buy	19,132 +739	+4%	+$47.9K	0.04%	237
2024 Q1	$1.21M	Buy	18,393 +7,512	+69%	+$479K	0.04%	241
2023 Q4	$682K	Hold	10,881	–	–	0.02%	279
2023 Q3	$640K	Sell	10,881 -70	-0.6%	-$4.33K	0.03%	273
2023 Q2	$688K	Sell	10,951 -248	-2%	-$15.5K	0.03%	262
2023 Q1	$699K	Sell	11,199 -1,317	-11%	-$82.3K	0.03%	274
2022 Q4	$800K	Sell	12,516 -150	-1%	-$9.3K	0.04%	242
2022 Q3	$732K	Sell	12,666 -1,600	-11%	-$101K	0.04%	236
2022 Q2	$885K	Sell	14,266 -249	-2%	-$16.1K	0.05%	214
2022 Q1	$974K	Sell	14,515 -850	-6%	-$55.3K	0.05%	216
2021 Q4	$1.05M	Buy	15,365 +8,175	+114%	+$526K	0.05%	207
2021 Q3	$437K	Buy	7,190 +607	+9%	+$38.3K	0.02%	325
2021 Q2	$401K	Hold	6,583	–	–	0.02%	330
2021 Q1	$383K	Sell	6,583 -1,893	-22%	-$106K	0.03%	291
2020 Q4	$477K	Sell	8,476 -1,764	-17%	-$96.9K	0.04%	253
2020 Q3	$549K	Buy	10,240 +2,657	+35%	+$141K	0.05%	198
2020 Q2	$377K	Sell	7,583 -2,344	-24%	-$115K	0.04%	250
2020 Q1	$466K	Sell	9,927 -280	-3%	-$15.7K	0.05%	194
2019 Q4	$595K	Sell	10,207 -445	-4%	-$25.5K	0.07%	172
2019 Q3	$617K	Buy	10,652 +811	+8%	+$45.7K	0.07%	152
2019 Q2	$541K	Buy	9,841 +1,784	+22%	+$95.9K	0.07%	150
2019 Q1	$424K	Buy	8,057 +1,931	+32%	+$96.8K	0.06%	148
2018 Q4	$286K	Buy	+6,126	New	+$297K	0.05%	162

Other funds holding SPLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

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

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management's SPLV Position: Q2 2026 in Review

Empirical Wealth Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 18,328 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #336.

Empirical Wealth Management first reported a position in SPLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.43M in Q1 2025. 317 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Empirical Wealth Management held 18,328 shares of Invesco S&P 500 Low Volatility ETF worth $1.37M as of Q2 2026.
Empirical Wealth Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #336 holding.
Empirical Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 31 quarters since.
Empirical Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.43M in Q1 2025.
317 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.