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

Gen-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	$365K	Hold	4,876	–	–	0.1%	169
2026 Q1	$357K	Hold	4,876	–	–	0.11%	170
2025 Q4	$348K	Hold	4,876	–	–	0.11%	196
2025 Q3	$358K	Hold	4,876	–	–	0.12%	183
2025 Q2	$355K	Hold	4,876	–	–	0.14%	161
2025 Q1	$364K	Hold	4,876	–	–	0.15%	154
2024 Q4	$341K	Hold	4,876	–	–	0.15%	150
2024 Q3	$348K	Sell	4,876 -800	-14%	-$54.9K	0.15%	155
2024 Q2	$369K	Hold	5,676	–	–	0.18%	145
2024 Q1	$374K	Buy	+5,676	New	+$362K	0.19%	128

Other funds holding SPLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gen-Wealth Partners's SPLV Position: Q2 2026 in Review

Gen-Wealth Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 4,876 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #169.

Gen-Wealth Partners first reported a position in SPLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $374K in Q1 2024. 513 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Gen-Wealth Partners held 4,876 shares of Invesco S&P 500 Low Volatility ETF worth $365K as of Q2 2026.
Gen-Wealth Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #169 holding.
Gen-Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $374K in Q1 2024.
513 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.