Fulcrum Equity Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Fulcrum Equity 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	–	Sell	-15,440	Closed	-$1.13M	–	161
2026 Q1	$1.13M	Buy	+15,440	New	+$1.14M	1.09%	20
2025 Q3	–	Sell	-66,540	Closed	-$4.85M	–	121
2025 Q2	$4.85M	Buy	+66,540	New	+$4.82M	4.98%	4
2024 Q4	–	Sell	-3,437	Closed	-$247K	–	155
2024 Q3	$247K	Buy	+3,437	New	+$236K	0.21%	123
2021 Q3	–	Sell	-44,828	Closed	-$2.73M	–	227
2021 Q2	$2.73M	Buy	+44,828	New	+$2.72M	1.02%	22
2019 Q4	–	Sell	-7,096	Closed	-$411K	–	209
2019 Q3	$411K	Buy	+7,096	New	+$400K	0.21%	60

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

Fulcrum Equity Management's SPLV Position: Q2 2026 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 15,440 shares — an estimated $1.13M sold.

Fulcrum Equity Management first reported a position in SPLV in Q3 2019 and held it in 5 quarters. The position peaked at $4.85M in Q2 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Fulcrum Equity Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Fulcrum Equity Management sold 15,440 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.13M.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and held it in 5 quarters.
Fulcrum Equity Management's Invesco S&P 500 Low Volatility ETF position peaked at $4.85M in Q2 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.