Goldstein Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Goldstein Advisors’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	$244K	Hold	3,264	–	–	0.02%	221
2026 Q1	$239K	Hold	3,264	–	–	0.03%	187
2025 Q4	$233K	Hold	3,264	–	–	0.03%	188
2025 Q3	$240K	Hold	3,264	–	–	0.03%	178
2025 Q2	$238K	Hold	3,264	–	–	0.03%	164
2025 Q1	$244K	Hold	3,264	–	–	0.04%	161
2024 Q4	$228K	Sell	3,264 -131	-4%	-$9.45K	0.03%	164
2024 Q3	$244K	Hold	3,395	–	–	0.04%	155
2024 Q2	$221K	Buy	+3,395	New	+$220K	0.04%	147

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

Goldstein Advisors's SPLV Position: Q2 2026 in Review

Goldstein Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 3,264 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #221.

Goldstein Advisors first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Goldstein Advisors held 3,264 shares of Invesco S&P 500 Low Volatility ETF worth $244K as of Q2 2026.
Goldstein Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #221 holding.
Goldstein Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.