Golden State Equity Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Golden State Equity 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	–	Sell	-21,691	Closed	-$1.59M	–	1559
2026 Q1	$1.59M	Buy	21,691 +13,133	+153%	+$973K	0.12%	193
2025 Q4	$611K	Buy	8,558 +108	+1%	+$7.77K	0.1%	237
2025 Q3	$621K	Sell	8,450 -500	-6%	-$36.5K	0.1%	226
2025 Q2	$652K	Buy	8,950 +601	+7%	+$43.5K	0.12%	206
2025 Q1	$624K	Sell	8,349 -958	-10%	-$69.2K	0.12%	201
2024 Q4	$651K	Sell	9,307 -1,150	-11%	-$83K	0.12%	190
2024 Q3	$750K	Sell	10,457 -470	-4%	-$32.3K	0.12%	194
2024 Q2	$710K	Buy	+10,927	New	+$708K	0.15%	156
2023 Q4	$785K	Sell	12,526 -649	-5%	-$39.1K	0.19%	124
2023 Q3	$775K	Buy	13,175 +176	+1%	+$10.9K	0.22%	117
2023 Q2	$816K	Buy	+12,999	New	+$814K	0.23%	107

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

Golden State Equity Partners's SPLV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 21,691 shares — an estimated $1.59M sold.

Golden State Equity Partners first reported a position in SPLV in Q2 2023 and held it in 11 quarters. The position peaked at $1.59M in Q1 2026. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 21,691 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.59M.
Golden State Equity Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's Invesco S&P 500 Low Volatility ETF position peaked at $1.59M in Q1 2026.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.