Evernest Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Evernest Financial Advisors’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	$266K	Buy	3,547 +13	+0.4%	+$958	0.06%	165
2026 Q1	$260K	Buy	3,534 +19	+0.5%	+$1.41K	0.05%	160
2025 Q4	$262K	Buy	3,515 +26	+0.7%	+$1.87K	0.05%	154
2025 Q3	$256K	Buy	3,489 +19	+0.5%	+$1.39K	0.07%	163
2025 Q2	$253K	Buy	3,470 +17	+0.5%	+$1.23K	0.08%	150
2025 Q1	$258K	Buy	3,453 +14	+0.4%	+$1.01K	0.09%	137
2024 Q4	$241K	Buy	3,439 +15	+0.4%	+$1.08K	0.06%	146
2024 Q3	$246K	Buy	3,424 +15	+0.4%	+$1.03K	0.07%	142
2024 Q2	$221K	Buy	3,409 +18	+0.5%	+$1.17K	0.1%	123
2024 Q1	$216K	Sell	3,391 -3,330	-50%	-$212K	0.1%	121
2023 Q4	$421K	Buy	+6,721	New	+$405K	0.21%	94
2021 Q4	$213K	Buy	+3,379	New	+$218K	0.11%	115

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

Evernest Financial Advisors's SPLV Position: Q2 2026 in Review

Evernest Financial Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.37% in Q2 2026, buying an estimated $958 and bringing the position to 3,547 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #165.

Evernest Financial Advisors first reported a position in SPLV in Q4 2021 and has held it in 12 quarters since. The position peaked at $421K in Q4 2023. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Evernest Financial Advisors held 3,547 shares of Invesco S&P 500 Low Volatility ETF worth $266K as of Q2 2026.
Evernest Financial Advisors bought 13 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $958.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #165 holding.
Evernest Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $421K in Q4 2023.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.