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Evergreen Wealth Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Evergreen Wealth 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 		$502K Buy
6,586
+1,524
+30% +$112K 0.03% 324
2026
Q1 		$370K Buy
+5,062
New +$375K 0.03% 291

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Wealth Solutions's SPLV Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 30% in Q2 2026, buying an estimated $112K and bringing the position to 6,586 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #324.

Evergreen Wealth Solutions first reported a position in SPLV in Q1 2026 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Evergreen Wealth Solutions held 6,586 shares of Invesco S&P 500 Low Volatility ETF worth $502K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,524 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $112K.
  • Invesco S&P 500 Low Volatility ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #324 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.