Garden State Investment Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Garden State Investment Advisory Services’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	$3.12M	Buy	+41,684	New	+$3.07M	0.56%	51
2023 Q1	–	Sell	-3,701	Closed	-$236K	–	244
2022 Q4	$236K	Buy	+3,701	New	+$230K	0.14%	151

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

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

Garden State Investment Advisory Services's SPLV Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 41,684 shares worth $3.12M. The stake represents 0.56% of the portfolio and ranks #51 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in SPLV as recently as Q4 2022.

Garden State Investment Advisory Services first reported a position in SPLV in Q4 2022 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Garden State Investment Advisory Services held 41,684 shares of Invesco S&P 500 Low Volatility ETF worth $3.12M as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Garden State Investment Advisory Services position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.56% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #51 holding.
Garden State Investment Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 2 quarters since.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.