Graves Light Lenhart Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Graves Light Lenhart Wealth’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	$492K	Hold	6,575	–	–	0.05%	126
2026 Q1	$481K	Hold	6,575	–	–	0.05%	117
2025 Q4	$470K	Sell	6,575 -214	-3%	-$15.4K	0.05%	115
2025 Q3	$499K	Sell	6,789 -203	-3%	-$14.8K	0.06%	115
2025 Q2	$509K	Sell	6,992 -586	-8%	-$42.4K	0.06%	111
2025 Q1	$566K	Buy	7,578 +586	+8%	+$42.3K	0.07%	106
2024 Q4	$489K	Hold	6,992	–	–	0.06%	112
2024 Q3	$502K	Hold	6,992	–	–	0.06%	111
2024 Q2	$451K	Sell	6,992 -78	-1%	-$5.05K	0.05%	114
2024 Q1	$466K	Sell	7,070 -635	-8%	-$40.5K	0.05%	112
2023 Q4	$483K	Hold	7,705	–	–	0.06%	111
2023 Q3	$449K	Hold	7,705	–	–	0.06%	109
2023 Q2	$484K	Hold	7,705	–	–	0.07%	112
2023 Q1	$481K	Hold	7,705	–	–	0.07%	104
2022 Q4	$492K	Sell	7,705 -291	-4%	-$18.1K	0.08%	109
2022 Q3	$462K	Sell	7,996 -459	-5%	-$29K	0.08%	110
2022 Q2	$524K	Hold	8,455	–	–	0.08%	110
2022 Q1	$567K	Hold	8,455	–	–	0.08%	106
2021 Q4	$580K	Sell	8,455 -48	-0.6%	-$3.09K	0.08%	104
2021 Q3	$517K	Hold	8,503	–	–	0.08%	103
2021 Q2	$518K	Sell	8,503 -227	-3%	-$13.8K	0.08%	104
2021 Q1	$508K	Hold	8,730	–	–	0.09%	102
2020 Q4	$491K	Hold	8,730	–	–	0.09%	94
2020 Q3	$468K	Hold	8,730	–	–	0.1%	91
2020 Q2	$434K	Hold	8,730	–	–	0.1%	95
2020 Q1	$410K	Hold	8,730	–	–	0.11%	92
2019 Q4	$509K	Hold	8,730	–	–	0.11%	98
2019 Q3	$503K	Sell	8,730 -586	-6%	-$33K	0.11%	104
2019 Q2	$513K	Hold	9,316	–	–	0.12%	94
2019 Q1	$490K	Buy	9,316 +1,475	+19%	+$73.9K	0.12%	90
2018 Q4	$366K	Buy	+7,841	New	+$380K	0.11%	97

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

Graves Light Lenhart Wealth's SPLV Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 6,575 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #126.

Graves Light Lenhart Wealth first reported a position in SPLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $580K in Q4 2021. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Graves Light Lenhart Wealth held 6,575 shares of Invesco S&P 500 Low Volatility ETF worth $492K as of Q2 2026.
Graves Light Lenhart Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.05% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #126 holding.
Graves Light Lenhart Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $580K in Q4 2021.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.