Envestnet Portfolio Solutions
SPLV icon

Envestnet Portfolio Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Envestnet Portfolio 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 		$223K Buy
+2,973
New +$219K ﹤0.01% 1326
2024
Q3 		– Sell
-3,937
Closed -$256K – 1739
2024
Q2 		$256K Buy
3,937
+260
+7% +$16.8K ﹤0.01% 1464
2024
Q1 		$242K Sell
3,677
-18,485
-83% -$1.18M ﹤0.01% 1465
2023
Q4 		$1.39M Sell
22,162
-346
-2% -$20.8K 0.01% 694
2023
Q3 		$1.32M Buy
+22,508
New +$1.39M 0.01% 672

Other funds holding SPLV

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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 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

Envestnet Portfolio Solutions's SPLV Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 2,973 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in SPLV as recently as Q2 2024.

Envestnet Portfolio Solutions first reported a position in SPLV in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2023. 202 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,973 shares of Invesco S&P 500 Low Volatility ETF worth $223K as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1326 holding.
  • Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $1.39M in Q4 2023.
  • 202 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.