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

Golden State Wealth Management’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	$251K	Sell	3,348 -3,481	-51%	-$256K	0.02%	385
2026 Q1	$500K	Sell	6,829 -9,583	-58%	-$710K	0.05%	247
2025 Q4	$1.17M	Sell	16,412 -1,262	-7%	-$90.7K	0.12%	140
2025 Q3	$1.3M	Sell	17,674 -5,061	-22%	-$370K	0.14%	120
2025 Q2	$1.66M	Buy	22,735 +20,862	+1,114%	+$1.51M	0.2%	94
2025 Q1	$140K	Sell	1,873 -4,398	-70%	-$318K	0.02%	382
2024 Q4	$439K	Buy	+6,271	New	+$452K	0.07%	212
2020 Q2	–	Sell	-692	Closed	-$32K	–	827
2020 Q1	$32K	Buy	+692	New	+$38.7K	0.01%	429
2019 Q4	–	Sell	-692	Closed	-$40K	–	800
2019 Q3	$40K	Hold	692	–	–	0.01%	478
2019 Q2	$38K	Hold	692	–	–	0.01%	510
2019 Q1	$36K	Buy	+692	New	+$34.7K	0.01%	518

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 Wealth Management's SPLV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 51% in Q2 2026, selling an estimated $256K and leaving 3,348 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #385.

Golden State Wealth Management first reported a position in SPLV in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.66M in Q2 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Golden State Wealth Management held 3,348 shares of Invesco S&P 500 Low Volatility ETF worth $251K as of Q2 2026.
Golden State Wealth Management sold 3,481 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $256K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #385 holding.
Golden State Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.66M in Q2 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.