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

Grant Private 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 		$260K Sell
3,470
-55
-2% -$4.05K 0.11% 140
2026
Q1 		$258K Buy
3,525
+36
+1% +$2.67K 0.14% 131
2025
Q4 		$249K Sell
3,489
-1,902
-35% -$137K 0.15% 115
2025
Q3 		$396K Buy
+5,391
New +$394K 0.24% 89
2025
Q2 		– Sell
-4,428
Closed -$331K – 135
2025
Q1 		$331K Buy
+4,428
New +$320K 0.36% 84

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
BM
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
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
BI
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

Grant Private Wealth Management's SPLV Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.6% in Q2 2026, selling an estimated $4.05K and leaving 3,470 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #140.

Grant Private Wealth Management first reported a position in SPLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $396K in Q3 2025. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Grant Private Wealth Management held 3,470 shares of Invesco S&P 500 Low Volatility ETF worth $260K as of Q2 2026.
  • Grant Private Wealth Management sold 55 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.05K.
  • Invesco S&P 500 Low Volatility ETF made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Grant Private Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
  • Grant Private Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $396K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.