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SPLV icon

GAMMA Investing’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

GAMMA Investing’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 		$218K Sell
2,907
-4
-0.1% -$295 0.01% 1212
2026
Q1 		$213K Sell
2,911
-16
-0.5% -$1.19K 0.01% 1067
2025
Q4 		$209K Buy
2,927
+59
+2% +$4.24K 0.01% 1011
2025
Q3 		$211K Hold
2,868
– – 0.01% 942
2025
Q2 		$209K Buy
2,868
+36
+1% +$2.61K 0.01% 887
2025
Q1 		$212K Buy
2,832
+225
+9% +$16.3K 0.02% 736
2024
Q4 		$182K Hold
2,607
– – 0.02% 735
2024
Q3 		$187K Hold
2,607
– – 0.02% 652
2024
Q2 		$169K Buy
2,607
+2,578
+8,890% +$167K 0.02% 558
2024
Q1 		$1.91K Sell
29
-1
-3% -$64 ﹤0.01% 2761
2023
Q4 		$1.86K Buy
+30
New +$1.81K ﹤0.01% 2600

Other funds holding SPLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing's SPLV Position: Q2 2026 in Review

GAMMA Investing reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.14% in Q2 2026, selling an estimated $295 and leaving 2,907 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1212.

GAMMA Investing first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • GAMMA Investing held 2,907 shares of Invesco S&P 500 Low Volatility ETF worth $218K as of Q2 2026.
  • GAMMA Investing sold 4 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $295.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1212 holding.
  • GAMMA Investing first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
  • 151 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.