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	–	162
2026 Q1	$1.13M	Buy	+15,440	New	+$1.14M	1.1%	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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Value Investment Professionals New York $119M AUM

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return