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

Financial Engines 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	$302K	Buy	4,034 +51	+1%	+$3.76K	﹤0.01%	492
2026 Q1	$291K	Sell	3,983 -159	-4%	-$11.8K	﹤0.01%	472
2025 Q4	$296K	Sell	4,142 -1,674	-29%	-$120K	﹤0.01%	471
2025 Q3	$427K	Buy	5,816 +799	+16%	+$58.4K	﹤0.01%	418
2025 Q2	$365K	Buy	+5,017	New	+$363K	﹤0.01%	418
2025 Q1	–	Sell	-4,385	Closed	-$307K	–	452
2024 Q4	$307K	Buy	+4,385	New	+$316K	﹤0.01%	379
2023 Q2	–	Sell	-3,625	Closed	-$226K	–	302
2023 Q1	$226K	Sell	3,625 -84	-2%	-$5.25K	﹤0.01%	264
2022 Q4	$237K	Buy	3,709 +72	+2%	+$4.47K	﹤0.01%	264
2022 Q3	$210K	Sell	3,637 -95	-3%	-$6.01K	﹤0.01%	275
2022 Q2	$231K	Buy	+3,732	New	+$241K	﹤0.01%	276

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

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

Financial Engines Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.3% in Q2 2026, buying an estimated $3.76K and bringing the position to 4,034 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Financial Engines Advisors first reported a position in SPLV in Q2 2022 and has held it in 10 quarters since. The position peaked at $427K in Q3 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Financial Engines Advisors held 4,034 shares of Invesco S&P 500 Low Volatility ETF worth $302K as of Q2 2026.
Financial Engines Advisors bought 51 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.76K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #492 holding.
Financial Engines Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2022 and has held it in 10 quarters since.
Financial Engines Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $427K in Q3 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.