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

FSM 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	$545K	Sell	7,279 -56	-0.8%	-$4.13K	0.06%	173
2026 Q1	$536K	Sell	7,335 -331	-4%	-$24.5K	0.07%	158
2025 Q4	$548K	Buy	7,666 +16	+0.2%	+$1.15K	0.07%	155
2025 Q3	$562K	Buy	7,650 +1	+0%	+$73	0.08%	161
2025 Q2	$558K	Buy	+7,649	New	+$554K	0.09%	139

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

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

FSM Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.76% in Q2 2026, selling an estimated $4.13K and leaving 7,279 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #173.

FSM Wealth Advisors first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $562K in Q3 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

FSM Wealth Advisors held 7,279 shares of Invesco S&P 500 Low Volatility ETF worth $545K as of Q2 2026.
FSM Wealth Advisors sold 56 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.13K.
Invesco S&P 500 Low Volatility ETF made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #173 holding.
FSM Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $562K in Q3 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.