Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$499K	Hold	6,666	–	–	0.03%	238
2026 Q1	$488K	Sell	6,666 -405	-6%	-$30K	0.03%	218
2025 Q4	$505K	Sell	7,071 -248	-3%	-$17.8K	0.03%	212
2025 Q3	$538K	Sell	7,319 -68	-0.9%	-$4.97K	0.03%	200
2025 Q2	$538K	Sell	7,387 -213	-3%	-$15.4K	0.04%	192
2025 Q1	$568K	Sell	7,600 -4,968	-40%	-$359K	0.05%	166
2024 Q4	$880K	Buy	12,568 +175	+1%	+$12.6K	0.07%	142
2024 Q3	$889K	Sell	12,393 -1,860	-13%	-$128K	0.09%	115
2024 Q2	$926K	Sell	14,253 -148	-1%	-$9.58K	0.11%	104
2024 Q1	$949K	Buy	14,401 +11,904	+477%	+$759K	0.12%	103
2023 Q4	$156K	Hold	2,497	–	–	0.02%	248
2023 Q3	$147K	Hold	2,497	–	–	0.03%	247
2023 Q2	$157K	Hold	2,497	–	–	0.03%	235
2023 Q1	$156K	Hold	2,497	–	–	0.03%	224
2022 Q4	$160K	Hold	2,497	–	–	0.03%	207
2022 Q3	$144K	Buy	+2,497	New	+$158K	0.03%	198

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

Guardian Wealth Advisors (North Carolina)'s SPLV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 6,666 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #238.

Guardian Wealth Advisors (North Carolina) first reported a position in SPLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $949K in Q1 2024. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 6,666 shares of Invesco S&P 500 Low Volatility ETF worth $499K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #238 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 Low Volatility ETF position peaked at $949K in Q1 2024.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.