Equity Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Equity Wealth Partners’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	$263K	Hold	3,513	–	–	0.09%	94
2026 Q1	$257K	Sell	3,513 -211	-6%	-$15.6K	0.17%	69
2025 Q4	$266K	Sell	3,724 -234	-6%	-$16.8K	0.17%	69
2025 Q3	$291K	Buy	+3,958	New	+$289K	0.24%	66

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

Equity Wealth Partners's SPLV Position: Q2 2026 in Review

Equity Wealth Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 3,513 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #94.

Equity Wealth Partners first reported a position in SPLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $291K in Q3 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Equity Wealth Partners held 3,513 shares of Invesco S&P 500 Low Volatility ETF worth $263K as of Q2 2026.
Equity Wealth Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.09% of Equity Wealth Partners's portfolio in Q2 2026, its #94 holding.
Equity Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
Equity Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $291K in Q3 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.