Fourth Dimension Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Fourth Dimension Wealth’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	$6.52K	Sell	87 -251	-74%	-$18.5K	﹤0.01%	518
2026 Q1	$24.7K	Sell	338 -156	-32%	-$11.6K	0.01%	293
2025 Q4	$35.3K	Sell	494 -52	-10%	-$3.74K	0.01%	272
2025 Q3	$40.1K	Sell	546 -50	-8%	-$3.65K	0.02%	252
2025 Q2	$43.4K	Sell	596 -258	-30%	-$18.7K	0.02%	239
2025 Q1	$63.8K	Hold	854	–	–	0.03%	200
2024 Q4	$59.8K	Buy	+854	New	+$61.6K	0.03%	204

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

Fourth Dimension Wealth's SPLV Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 74% in Q2 2026, selling an estimated $18.5K and leaving 87 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Fourth Dimension Wealth first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.8K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Fourth Dimension Wealth held 87 shares of Invesco S&P 500 Low Volatility ETF worth $6.52K as of Q2 2026.
Fourth Dimension Wealth sold 251 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $18.5K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #518 holding.
Fourth Dimension Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $63.8K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.