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Gateway Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Gateway Wealth Partners’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 		$643K Sell
8,586
-6,282
-42% -$463K 0.04% 414
2026
Q1 		$1.09M Buy
14,868
+8,092
+119% +$599K 0.04% 361
2025
Q4 		$484K Buy
+6,776
New +$487K 0.05% 282

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gateway Wealth Partners's SPLV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 42% in Q2 2026, selling an estimated $463K and leaving 8,586 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #414.

Gateway Wealth Partners first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Gateway Wealth Partners held 8,586 shares of Invesco S&P 500 Low Volatility ETF worth $643K as of Q2 2026.
  • Gateway Wealth Partners sold 6,282 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $463K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Gateway Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $1.09M in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.