EverSource Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

EverSource Wealth 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	$102K	Sell	1,356 -500	-27%	-$36.8K	﹤0.01%	1372
2026 Q1	$136K	Hold	1,856	–	–	﹤0.01%	1253
2025 Q4	$133K	Sell	1,856 -85	-4%	-$6.11K	﹤0.01%	1167
2025 Q3	$143K	Sell	1,941 -3	-0.2%	-$219	0.01%	1086
2025 Q2	$142K	Sell	1,944 -68	-3%	-$4.92K	0.01%	1026
2025 Q1	$150K	Hold	2,012	–	–	0.01%	769
2024 Q4	$141K	Buy	2,012 +299	+17%	+$21.6K	0.01%	800
2024 Q3	$123K	Hold	1,713	–	–	0.01%	725
2024 Q2	$116K	Sell	1,713 -2,000	-54%	-$130K	0.01%	741
2024 Q1	$237K	Sell	3,713 -246	-6%	-$15.7K	0.02%	441
2023 Q4	$248K	Buy	3,959 +1,479	+60%	+$89K	0.02%	386
2023 Q3	$146K	Sell	2,480 -1,009	-29%	-$62.4K	0.02%	472
2023 Q2	$219K	Buy	3,489 +77	+2%	+$4.82K	0.02%	379
2023 Q1	$213K	Sell	3,412 -187	-5%	-$11.7K	0.03%	358
2022 Q4	$230K	Buy	3,599 +3,412	+1,825%	+$212K	0.03%	330
2022 Q3	$11K	Hold	187	–	–	﹤0.01%	1110
2022 Q2	$12K	Hold	187	–	–	﹤0.01%	993
2022 Q1	$13K	Buy	+187	New	+$12.2K	﹤0.01%	889

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

EverSource Wealth Advisors's SPLV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 27% in Q2 2026, selling an estimated $36.8K and leaving 1,356 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

EverSource Wealth Advisors first reported a position in SPLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $248K in Q4 2023. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

EverSource Wealth Advisors held 1,356 shares of Invesco S&P 500 Low Volatility ETF worth $102K as of Q2 2026.
EverSource Wealth Advisors sold 500 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $36.8K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1372 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and has held it in 18 quarters since.
EverSource Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $248K in Q4 2023.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.