Fiduciary Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Fiduciary Financial Group’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	$268K	Hold	3,575	–	–	0.03%	314
2026 Q1	$262K	Hold	3,575	–	–	0.03%	293
2025 Q4	$255K	Hold	3,575	–	–	0.04%	282
2025 Q3	$263K	Hold	3,575	–	–	0.04%	266
2025 Q2	$262K	Hold	3,575	–	–	0.05%	247
2025 Q1	$252K	Hold	3,575	–	–	0.05%	229
2024 Q4	$244K	Sell	3,575 -1,093	-23%	-$78.9K	0.05%	241
2024 Q3	$332K	Buy	4,668 +55	+1%	+$3.78K	0.08%	185
2024 Q2	$309K	Buy	+4,613	New	+$299K	0.07%	189

Other funds holding SPLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Financial Group's SPLV Position: Q2 2026 in Review

Fiduciary Financial Group held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 3,575 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #314.

Fiduciary Financial Group first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $332K in Q3 2024. 350 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Fiduciary Financial Group held 3,575 shares of Invesco S&P 500 Low Volatility ETF worth $268K as of Q2 2026.
Fiduciary Financial Group left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #314 holding.
Fiduciary Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $332K in Q3 2024.
350 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.