FLP Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

FLP Wealth Management’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	$426K	Sell	5,691 -5,269	-48%	-$388K	0.76%	37
2026 Q1	$802K	Buy	10,960 +5,218	+91%	+$387K	1.65%	22
2025 Q4	$410K	Buy	5,742 +315	+6%	+$22.7K	0.97%	29
2025 Q3	$399K	Buy	5,427 +318	+6%	+$23.2K	1.12%	26
2025 Q2	$372K	Sell	5,109 -1,140	-18%	-$82.5K	1.04%	31
2025 Q1	$467K	Buy	+6,249	New	+$451K	1.48%	21

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

FLP Wealth Management's SPLV Position: Q2 2026 in Review

FLP Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 48% in Q2 2026, selling an estimated $388K and leaving 5,691 shares worth $426K. The position accounts for 0.76% of the portfolio, ranked #37.

FLP Wealth Management first reported a position in SPLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $802K in Q1 2026. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

FLP Wealth Management held 5,691 shares of Invesco S&P 500 Low Volatility ETF worth $426K as of Q2 2026.
FLP Wealth Management sold 5,269 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $388K.
Invesco S&P 500 Low Volatility ETF made up 0.76% of FLP Wealth Management's portfolio in Q2 2026, its #37 holding.
FLP Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
FLP Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $802K in Q1 2026.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.