GC Wealth Management RIA’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

GC Wealth Management RIA’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	$997K	Buy	13,308 +270	+2%	+$19.9K	0.06%	225
2026 Q1	$954K	Buy	13,038 +3,766	+41%	+$279K	0.04%	244
2025 Q4	$662K	Hold	9,272	–	–	0.02%	306
2025 Q3	$681K	Sell	9,272 -5,883	-39%	-$430K	0.02%	454
2025 Q2	$1.1M	Buy	+15,155	New	+$1.1M	0.09%	193

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

PMAM

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

GC Wealth Management RIA's SPLV Position: Q2 2026 in Review

GC Wealth Management RIA increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 13,308 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #225.

GC Wealth Management RIA first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q2 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

GC Wealth Management RIA held 13,308 shares of Invesco S&P 500 Low Volatility ETF worth $997K as of Q2 2026.
GC Wealth Management RIA bought 270 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $19.9K.
Invesco S&P 500 Low Volatility ETF made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #225 holding.
GC Wealth Management RIA first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's Invesco S&P 500 Low Volatility ETF position peaked at $1.1M in Q2 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.