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

Gradient Capital 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	$450K	Buy	6,014 +67	+1%	+$4.94K	0.1%	117
2026 Q1	$435K	Sell	5,947 -105	-2%	-$7.78K	0.11%	112
2025 Q4	$432K	Buy	6,052 +12	+0.2%	+$863	0.11%	113
2025 Q3	$444K	Buy	6,040 +82	+1%	+$5.99K	0.12%	109
2025 Q2	$434K	Hold	5,958	–	–	0.13%	108
2025 Q1	$445K	Hold	5,958	–	–	0.15%	100
2024 Q4	$417K	Sell	5,958 -180	-3%	-$13K	0.13%	102
2024 Q3	$440K	Hold	6,138	–	–	0.15%	97
2024 Q2	$399K	Sell	6,138 -555	-8%	-$35.9K	0.14%	104
2024 Q1	$441K	Sell	6,693 -11	-0.2%	-$701	0.16%	100
2023 Q4	$420K	Sell	6,704 -484	-7%	-$29.1K	0.16%	97
2023 Q3	$423K	Sell	7,188 -45	-0.6%	-$2.78K	0.18%	92
2023 Q2	$454K	Sell	7,233 -50	-0.7%	-$3.13K	0.18%	88
2023 Q1	$454K	Sell	7,283 -285	-4%	-$17.8K	0.19%	84
2022 Q4	$484K	Hold	7,568	–	–	0.22%	80
2022 Q3	$438K	Hold	7,568	–	–	0.21%	82
2022 Q2	$469K	Sell	7,568 -147	-2%	-$9.51K	0.23%	82
2022 Q1	$518K	Buy	7,715 +450	+6%	+$29.3K	0.22%	81
2021 Q4	$499K	Buy	7,265 +194	+3%	+$12.5K	0.21%	80
2021 Q3	$430K	Buy	7,071 +160	+2%	+$10.1K	0.2%	83
2021 Q2	$421K	Buy	6,911 +48	+0.7%	+$2.91K	0.2%	84
2021 Q1	$399K	Buy	6,863 +51	+0.7%	+$2.87K	0.21%	85
2020 Q4	$383K	Buy	6,812 +53	+0.8%	+$2.91K	0.22%	78
2020 Q3	$363K	Sell	6,759 -610	-8%	-$32.4K	0.23%	79
2020 Q2	$366K	Buy	7,369 +61	+0.8%	+$3K	0.25%	73
2020 Q1	$343K	Sell	7,308 -225	-3%	-$12.6K	0.28%	71
2019 Q4	$439K	Buy	7,533 +51	+0.7%	+$2.93K	0.31%	67
2019 Q3	$433K	Buy	7,482 +52	+0.7%	+$2.93K	0.32%	63
2019 Q2	$409K	Sell	7,430 -21	-0.3%	-$1.13K	0.31%	61
2019 Q1	$392K	Buy	7,451 +58	+0.8%	+$2.91K	0.31%	61
2018 Q4	$345K	Sell	7,393 -103	-1%	-$4.99K	0.3%	62
2018 Q3	$371K	Sell	7,496 -88	-1%	-$4.33K	0.31%	64
2018 Q2	$360K	Sell	7,584 -142	-2%	-$6.66K	0.33%	61
2018 Q1	$363K	Buy	7,726 +62	+0.8%	+$2.93K	0.36%	52
2017 Q4	$366K	Buy	+7,664	New	+$361K	0.38%	51

Other funds holding SPLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Gradient Capital Advisors's SPLV Position: Q2 2026 in Review

Gradient Capital Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.1% in Q2 2026, buying an estimated $4.94K and bringing the position to 6,014 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #117.

Gradient Capital Advisors first reported a position in SPLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $518K in Q1 2022. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Gradient Capital Advisors held 6,014 shares of Invesco S&P 500 Low Volatility ETF worth $450K as of Q2 2026.
Gradient Capital Advisors bought 67 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.94K.
Invesco S&P 500 Low Volatility ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #117 holding.
Gradient Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and has held it in 35 quarters since.
Gradient Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $518K in Q1 2022.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.