First Heartland Consultants’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

First Heartland Consultants’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	$304K	Buy	4,056 +670	+20%	+$49.4K	0.02%	469
2026 Q1	$248K	Sell	3,386 -3	-0.1%	-$222	0.02%	460
2025 Q4	$242K	Buy	3,389 +304	+10%	+$21.9K	0.02%	473
2025 Q3	$227K	Buy	+3,085	New	+$225K	0.02%	476
2023 Q3	–	Sell	-3,208	Closed	-$201K	–	407
2023 Q2	$201K	Sell	3,208 -238	-7%	-$14.9K	0.03%	361
2023 Q1	$215K	Buy	3,446 +15	+0.4%	+$937	0.03%	334
2022 Q4	$219K	Sell	3,431 -1,300	-27%	-$80.6K	0.04%	336
2022 Q3	$273	Sell	4,731 -123	-3%	-$7.78K	0.02%	275
2022 Q2	$300K	Buy	4,854 +320	+7%	+$20.7K	0.05%	264
2022 Q1	$304K	Buy	4,534 +21	+0.5%	+$1.37K	0.05%	261
2021 Q4	$309	Hold	4,513	–	–	0.01%	269
2021 Q3	$275K	Sell	4,513 -181	-4%	-$11.4K	0.04%	297
2021 Q2	$286K	Sell	4,694 -720	-13%	-$43.6K	0.04%	291
2021 Q1	$315K	Sell	5,414 -6	-0.1%	-$337	0.05%	279
2020 Q4	$305K	Sell	5,420 -685	-11%	-$37.6K	0.05%	236
2020 Q3	$327K	Sell	6,105 -10,581	-63%	-$562K	0.06%	198
2020 Q2	$829K	Sell	16,686 -130,550	-89%	-$6.42M	0.16%	109
2020 Q1	$6.91M	Buy	147,236 +28,814	+24%	+$1.61M	1.78%	9
2019 Q4	$6.91M	Sell	118,422 -64,962	-35%	-$3.73M	1.36%	15
2019 Q3	$10.6M	Buy	183,384 +17,299	+10%	+$976K	2.28%	7
2019 Q2	$9.14M	Buy	166,085 +52,486	+46%	+$2.82M	2.2%	8
2019 Q1	$5.98M	Buy	113,599 +108,772	+2,253%	+$5.45M	1.68%	10
2018 Q4	$225K	Buy	+4,827	New	+$234K	0.08%	210
2017 Q4	–	Sell	-6,741	Closed	-$309K	–	324
2017 Q3	$309K	Sell	6,741 -621	-8%	-$28.1K	0.08%	265
2017 Q2	$329K	Buy	7,362 +230	+3%	+$10.2K	0.09%	255
2017 Q1	$310K	Hold	7,132	–	–	0.09%	249
2016 Q4	$297K	Buy	7,132 +229	+3%	+$9.33K	0.09%	253
2016 Q3	$286K	Hold	6,903	–	–	0.08%	251
2016 Q2	$295	Buy	+6,903	New	+$281K	0.03%	231
2013 Q4	–	Sell	-8,330	Closed	-$261K	–	237
2013 Q3	$261K	Sell	8,330 -9,250	-53%	-$293K	0.16%	168
2013 Q2	$547K	Buy	+17,580	New	+$554K	0.32%	84

Other funds holding SPLV

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

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Heartland Consultants's SPLV Position: Q2 2026 in Review

First Heartland Consultants increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 20% in Q2 2026, buying an estimated $49.4K and bringing the position to 4,056 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #469.

First Heartland Consultants first reported a position in SPLV in Q2 2013 and has held it in 31 quarters since. The position peaked at $10.6M in Q3 2019. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

First Heartland Consultants held 4,056 shares of Invesco S&P 500 Low Volatility ETF worth $304K as of Q2 2026.
First Heartland Consultants bought 670 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $49.4K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #469 holding.
First Heartland Consultants first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 31 quarters since.
First Heartland Consultants's Invesco S&P 500 Low Volatility ETF position peaked at $10.6M in Q3 2019.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.