BFC Planning, Inc.’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

BFC Planning, Inc.’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	$513K	Sell	6,849 -1,229	-15%	-$90.5K	0.02%	599
2026 Q1	$591K	Sell	8,078 -607	-7%	-$45K	0.03%	509
2025 Q4	$620K	Buy	8,685 +7,180	+477%	+$516K	0.03%	494
2025 Q3	$111K	Sell	1,505 -163	-10%	-$11.9K	0.01%	887
2025 Q2	$121K	Buy	1,668 +2	+0.1%	+$145	0.01%	807
2025 Q1	$124K	Sell	1,666 -6,349	-79%	-$459K	0.01%	783
2024 Q4	$561K	Buy	+8,015	New	+$578K	0.05%	310

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 $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 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

BFC Planning, Inc.'s SPLV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 15% in Q2 2026, selling an estimated $90.5K and leaving 6,849 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #599.

BFC Planning, Inc. first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $620K in Q4 2025. 764 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

BFC Planning, Inc. held 6,849 shares of Invesco S&P 500 Low Volatility ETF worth $513K as of Q2 2026.
BFC Planning, Inc. sold 1,229 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $90.5K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #599 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco S&P 500 Low Volatility ETF position peaked at $620K in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.