FSC Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

FSC Wealth Advisors’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	–	Sell	-6,842	Closed	-$500K	–	11
2026 Q1	$500K	Sell	6,842 -31,887	-82%	-$2.36M	9.55%	4
2025 Q4	$2.77M	Sell	38,729 -64,499	-62%	-$4.64M	4.49%	10
2025 Q3	$7.59M	Buy	103,228 +912	+0.9%	+$66.7K	4.38%	7
2025 Q2	$7.45M	Buy	102,316 +1,216	+1%	+$88K	4.7%	7
2025 Q1	$7.55M	Buy	101,100 +90,987	+900%	+$6.57M	4.96%	6
2024 Q4	$708K	Buy	10,113 +7	+0.1%	+$505	0.46%	33
2024 Q3	$725K	Buy	+10,106	New	+$694K	0.52%	33
2022 Q2	–	Sell	-340,898	Closed	-$22.9M	–	221
2022 Q1	$22.9M	Buy	340,898 +246,992	+263%	+$16.1M	21.69%	1
2021 Q4	$6.45M	Buy	+93,906	New	+$6.05M	4.37%	8

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

FSC Wealth Advisors's SPLV Position: Q2 2026 in Review

FSC Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 6,842 shares — an estimated $500K sold.

FSC Wealth Advisors first reported a position in SPLV in Q4 2021 and held it in 9 quarters. The position peaked at $22.9M in Q1 2022. 758 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

FSC Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
FSC Wealth Advisors sold 6,842 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $500K.
FSC Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and held it in 9 quarters.
FSC Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $22.9M in Q1 2022.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.