Galvin Gaustad & Stein’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Galvin Gaustad & Stein’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 Q3	–	Sell	-3,670	Closed	-$275K	–	272
2026 Q2	$275K	Hold	3,670	–	–	0.02%	235
2026 Q1	$268K	Hold	3,670	–	–	0.02%	225
2025 Q4	$262K	Hold	3,670	–	–	0.02%	224
2025 Q3	$270K	Hold	3,670	–	–	0.02%	183
2025 Q2	$267K	Hold	3,670	–	–	0.02%	170
2025 Q1	$274K	Sell	3,670 -315	-8%	-$22.8K	0.02%	161
2024 Q4	$279K	Hold	3,985	–	–	0.03%	164
2024 Q3	$286K	Hold	3,985	–	–	0.03%	153
2024 Q2	$259K	Hold	3,985	–	–	0.02%	156
2024 Q1	$262K	Hold	3,985	–	–	0.02%	158
2023 Q4	$250K	Hold	3,985	–	–	0.02%	163
2023 Q3	$234K	Hold	3,985	–	–	0.02%	160
2023 Q2	$250K	Hold	3,985	–	–	0.02%	152
2023 Q1	$249K	Hold	3,985	–	–	0.02%	147
2022 Q4	$255K	Hold	3,985	–	–	0.03%	143
2022 Q3	$230K	Hold	3,985	–	–	0.02%	147
2022 Q2	$247K	Hold	3,985	–	–	0.03%	148
2022 Q1	$267K	Sell	3,985 -175	-4%	-$11.4K	0.02%	146
2021 Q4	$286K	Sell	4,160 -700	-14%	-$45.1K	0.02%	152
2021 Q3	$296K	Sell	4,860 -105	-2%	-$6.62K	0.03%	152
2021 Q2	$302K	Hold	4,965	–	–	0.03%	165
2021 Q1	$289K	Sell	4,965 -85	-2%	-$4.78K	0.03%	162
2020 Q4	$284K	Buy	+5,050	New	+$277K	0.03%	160

Other funds holding SPLV

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Galvin Gaustad & Stein's SPLV Position: Q3 2026 in Review

Galvin Gaustad & Stein sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026, closing a stake of 3,670 shares — an estimated $275K sold.

Galvin Gaustad & Stein first reported a position in SPLV in Q4 2020 and held it in 23 quarters. The position peaked at $302K in Q2 2021. 30 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Galvin Gaustad & Stein reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
Galvin Gaustad & Stein sold 3,670 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $275K.
Galvin Gaustad & Stein first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 23 quarters.
Galvin Gaustad & Stein's Invesco S&P 500 Low Volatility ETF position peaked at $302K in Q2 2021.
30 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.