Financially Speaking’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Financially Speaking’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	$60.4K	Hold	826	–	–	0.29%	26
2026 Q1	$60.4K	Hold	826	–	–	0.29%	26
2025 Q4	$59K	Hold	826	–	–	0.04%	51
2025 Q3	$60.7K	Hold	826	–	–	0.04%	54
2025 Q2	$60.1K	Buy	+826	New	+$59.8K	0.04%	44
2025 Q1	–	Sell	-826	Closed	-$57.8K	–	148
2024 Q4	$57.8K	Buy	+826	New	+$59.6K	0.04%	47

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

Financially Speaking's SPLV Position: Q2 2026 in Review

Financially Speaking held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 826 shares worth $60.4K. The position accounts for 0.29% of the portfolio, ranked #26.

Financially Speaking first reported a position in SPLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.7K in Q3 2025. 758 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Financially Speaking held 826 shares of Invesco S&P 500 Low Volatility ETF worth $60.4K as of Q2 2026.
Financially Speaking left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.29% of Financially Speaking's portfolio in Q2 2026, its #26 holding.
Financially Speaking first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
Financially Speaking's Invesco S&P 500 Low Volatility ETF position peaked at $60.7K in Q3 2025.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.