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Godfrey Financial Associates’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Godfrey Financial Associates’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 		$9.92K Hold
132
– – 0.01% 451
2026
Q1 		$9.64K Buy
132
+1
+0.8% +$74 0.01% 430
2025
Q4 		$9.36K Buy
+131
New +$9.42K 0.01% 424

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

Godfrey Financial Associates's SPLV Position: Q2 2026 in Review

Godfrey Financial Associates held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 132 shares worth $9.92K. The position accounts for 0.01% of the portfolio, ranked #451.

Godfrey Financial Associates first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Godfrey Financial Associates held 132 shares of Invesco S&P 500 Low Volatility ETF worth $9.92K as of Q2 2026.
  • Godfrey Financial Associates left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #451 holding.
  • Godfrey Financial Associates first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.