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

Financial Life 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	$1.43M	Buy	19,031 +557	+3%	+$41K	0.41%	27
2026 Q1	$1.35M	Buy	18,474 +824	+5%	+$61K	0.42%	27
2025 Q4	$1.26M	Buy	17,650 +977	+6%	+$70.3K	0.39%	26
2025 Q3	$1.23M	Buy	16,673 +570	+4%	+$41.7K	0.39%	27
2025 Q2	$1.17M	Buy	16,103 +5,096	+46%	+$369K	0.4%	28
2025 Q1	$822K	Buy	+11,007	New	+$795K	0.31%	32

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

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

Financial Life Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3% in Q2 2026, buying an estimated $41K and bringing the position to 19,031 shares worth $1.43M. The position accounts for 0.41% of the portfolio, ranked #27.

Financial Life Advisors first reported a position in SPLV in Q1 2025 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Financial Life Advisors held 19,031 shares of Invesco S&P 500 Low Volatility ETF worth $1.43M as of Q2 2026.
Financial Life Advisors bought 557 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $41K.
Invesco S&P 500 Low Volatility ETF made up 0.41% of Financial Life Advisors's portfolio in Q2 2026, its #27 holding.
Financial Life Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.