Founders Financial Alliance’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Founders Financial Alliance’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	$37K	Buy	494 +3	+0.6%	+$221	﹤0.01%	589
2026 Q1	$35.9K	Buy	+491	New	+$36.4K	0.01%	538
2025 Q4	–	Sell	-486	Closed	-$35.7K	–	703
2025 Q3	$35.7K	Buy	+486	New	+$35.5K	0.01%	523
2025 Q1	–	Sell	-479	Closed	-$33.5K	–	649
2024 Q4	$33.5K	Buy	479 +2	+0.4%	+$144	0.01%	410
2024 Q3	$34.2K	Buy	477 +1	+0.2%	+$69	0.01%	416
2024 Q2	$30.9K	Hold	476	–	–	0.01%	406
2024 Q1	$31.4K	Sell	476 -6	-1%	-$383	0.01%	409
2023 Q4	$30.2K	Hold	482	–	–	0.01%	374
2023 Q3	$28.3K	Buy	482 +6	+1%	+$371	0.01%	359
2023 Q2	$29.9K	Hold	476	–	–	0.01%	382
2023 Q1	$29.5K	Hold	476	–	–	0.01%	349
2022 Q4	$30.4K	Hold	476	–	–	0.01%	368
2022 Q3	$28K	Hold	476	–	–	0.01%	368
2022 Q2	$30K	Hold	476	–	–	0.02%	379
2022 Q1	$32K	Hold	476	–	–	0.01%	350
2021 Q4	$33K	Hold	476	–	–	0.01%	382
2021 Q3	$29K	Hold	476	–	–	0.01%	362
2021 Q2	$29K	Hold	476	–	–	0.01%	380
2021 Q1	$29K	Hold	476	–	–	0.01%	369
2020 Q4	$27K	Hold	476	–	–	0.02%	329
2020 Q3	$26K	Buy	+476	New	+$25.3K	0.02%	514

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

Founders Financial Alliance's SPLV Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.61% in Q2 2026, buying an estimated $221 and bringing the position to 494 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Founders Financial Alliance first reported a position in SPLV in Q3 2020 and has held it in 21 quarters since. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Founders Financial Alliance held 494 shares of Invesco S&P 500 Low Volatility ETF worth $37K as of Q2 2026.
Founders Financial Alliance bought 3 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $221.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #589 holding.
Founders Financial Alliance first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2020 and has held it in 21 quarters since.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.