Goodman Advisory Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Goodman Advisory Group’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 Q3	$8.88K	Buy	+126	New	+$9.46K	﹤0.01%	143
2026 Q2	–	Sell	-126	Closed	-$9.22K	–	158
2026 Q1	$9.22K	Sell	126 -126	-50%	-$9.34K	﹤0.01%	145
2025 Q4	$18K	Hold	252	–	–	﹤0.01%	130
2025 Q3	$18.5K	Buy	+252	New	+$18.4K	﹤0.01%	131
2025 Q2	–	Sell	-300	Closed	-$22.4K	–	195
2025 Q1	$22.4K	Buy	+300	New	+$21.7K	0.01%	129

Other funds holding SPLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Goodman Advisory Group's SPLV Position: Q3 2026 in Review

Goodman Advisory Group opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 126 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in SPLV as recently as Q1 2026.

Goodman Advisory Group first reported a position in SPLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.4K in Q1 2025. 582 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Goodman Advisory Group held 126 shares of Invesco S&P 500 Low Volatility ETF worth $8.88K as of Q3 2026.
Invesco S&P 500 Low Volatility ETF was a new Goodman Advisory Group position in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Goodman Advisory Group's portfolio in Q3 2026, its #143 holding.
Goodman Advisory Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
Goodman Advisory Group's Invesco S&P 500 Low Volatility ETF position peaked at $22.4K in Q1 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.