EP Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.2M | Buy |
162,597
+130,567
| +408% | +$9.62M | 0.05% | 244 |
|
|
2026
Q1 | $2.34M | Buy |
32,030
+4,826
| +18% | +$358K | 0.01% | 445 |
|
|
2025
Q4 | $1.94M | Buy |
+27,204
| New | +$1.96M | 0.01% | 454 |
|
|
2025
Q2 | $1.74M | Sell |
23,844
-9,307
| -28% | -$674K | 0.01% | 445 |
|
|
2025
Q1 | $2.48M | Buy |
33,151
+132
| +0.4% | +$9.53K | 0.02% | 331 |
|
|
2024
Q4 | $2.31M | Sell |
33,019
-147
| -0.4% | -$10.6K | 0.02% | 335 |
|
|
2024
Q3 | $2.38M | Buy |
33,166
+127
| +0.4% | +$8.72K | 0.02% | 324 |
|
|
2024
Q2 | $2.15M | Buy |
33,039
+238
| +0.7% | +$15.4K | 0.02% | 266 |
|
|
2024
Q1 | $2.16M | Sell |
32,801
-1,365
| -4% | -$87K | 0.03% | 249 |
|
|
2023
Q4 | $2.14M | Buy |
34,166
+266
| +0.8% | +$16K | 0.03% | 247 |
|
|
2023
Q3 | $1.99M | Sell |
33,900
-141,484
| -81% | -$8.74M | 0.03% | 239 |
|
|
2023
Q2 | $2.07M | Buy |
175,384
+170,545
| +3,524% | +$10.7M | 0.03% | 232 |
|
|
2023
Q1 | $233K | Sell |
4,839
-30,507
| -86% | -$1.91M | ﹤0.01% | 544 |
|
|
2022
Q4 | $2.26M | Buy |
35,346
+1,193
| +3% | +$74K | 0.04% | 214 |
|
|
2022
Q3 | $1.98M | Sell |
34,153
-1,913
| -5% | -$121K | 0.04% | 192 |
|
|
2022
Q2 | $2.24M | Sell |
36,066
-198
| -0.5% | -$12.8K | 0.05% | 182 |
|
|
2022
Q1 | $2.43M | Sell |
36,264
-37
| -0.1% | -$2.41K | 0.05% | 183 |
|
|
2021
Q4 | $2.49M | Sell |
36,301
-116
| -0.3% | -$7.47K | 0.06% | 166 |
|
|
2021
Q3 | $2.22M | Sell |
36,417
-1,000
| -3% | -$63K | 0.06% | 156 |
|
|
2021
Q2 | $2.28M | Sell |
37,417
-364
| -1% | -$22.1K | 0.06% | 167 |
|
|
2021
Q1 | $2.2M | Buy |
37,781
+316
| +0.8% | +$17.8K | 0.07% | 160 |
|
|
2020
Q4 | $2.11M | Sell |
37,465
-1,122
| -3% | -$61.6K | 0.07% | 125 |
|
|
2020
Q3 | $2.07M | Sell |
38,587
-2,771
| -7% | -$147K | 0.09% | 109 |
|
|
2020
Q2 | $2.06M | Sell |
41,358
-3,879
| -9% | -$191K | 0.09% | 117 |
|
|
2020
Q1 | $2.12M | Buy |
45,237
+449
| +1% | +$25.1K | 0.1% | 114 |
|
|
2019
Q4 | $2.61M | Sell |
44,788
-3,015
| -6% | -$173K | 0.11% | 117 |
|
|
2019
Q3 | $2.77M | Sell |
47,803
-8,094
| -14% | -$456K | 0.14% | 90 |
|
|
2019
Q2 | $3.08M | Sell |
55,897
-1,990
| -3% | -$107K | 0.19% | 60 |
|
|
2019
Q1 | $3.05M | Buy |
+57,887
| New | +$2.9M | 0.29% | 56 |
|
|
2018
Q2 | – | Sell |
-39,295
| Closed | -$1.85M | – | 215 |
|
|
2018
Q1 | $1.85M | Buy |
39,295
+14,432
| +58% | +$683K | 0.18% | 71 |
|
|
2017
Q4 | $1.19M | Sell |
24,863
-7,023
| -22% | -$331K | 0.13% | 70 |
|
|
2017
Q3 | $1.46M | Sell |
31,886
-15,155
| -32% | -$687K | 0.17% | 68 |
|
|
2017
Q2 | $2.1M | Buy |
+47,041
| New | +$2.08M | 0.26% | 62 |
|
Other funds holding SPLV
PMAM
EP Wealth Advisors's SPLV Position: Q2 2026 in Review
EP Wealth Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 408% in Q2 2026, buying an estimated $9.62M and bringing the position to 162,597 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #244.
EP Wealth Advisors first reported a position in SPLV in Q2 2017 and has held it in 33 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.
- EP Wealth Advisors held 162,597 shares of Invesco S&P 500 Low Volatility ETF worth $12.2M as of Q2 2026.
- EP Wealth Advisors bought 130,567 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $9.62M.
- Invesco S&P 500 Low Volatility ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #244 holding.
- EP Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and has held it in 33 quarters since.
- 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.