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

HB 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 		$7.56M Buy
100,929
+28
+0% +$2.06K 0.04% 209
2026
Q1 		$7.38M Buy
100,901
+19
+0% +$1.41K 0.05% 196
2025
Q4 		$7.2M Sell
100,882
-35
-0% -$2.52K 0.05% 201
2025
Q3 		$7.42M Buy
100,917
+21,793
+28% +$1.59M 0.05% 198
2025
Q2 		$5.76M Sell
79,124
-21,918
-22% -$1.59M 0.05% 205
2025
Q1 		$7.55M Sell
101,042
-310
-0.3% -$22.4K 0.06% 170
2024
Q4 		$7.09M Sell
101,352
-2,565
-2% -$185K 0.07% 128
2024
Q3 		$7.45M Sell
103,917
-747
-0.7% -$51.3K 0.08% 121
2024
Q2 		$6.8M Sell
104,664
-5,423
-5% -$351K 0.08% 120
2024
Q1 		$7.25M Sell
110,087
-275
-0.2% -$17.5K 0.09% 113
2023
Q4 		$6.92M Sell
110,362
-1,155
-1% -$69.5K 0.1% 107
2023
Q3 		$6.56M Sell
111,517
-771
-0.7% -$47.6K 0.11% 97
2023
Q2 		$7.05M Sell
112,288
-962
-0.8% -$60.2K 0.11% 96
2023
Q1 		$7.07M Sell
113,250
-91
-0.1% -$5.69K 0.12% 88
2022
Q4 		$7.24M Buy
113,341
+535
+0.5% +$33.2K 0.13% 82
2022
Q3 		$6.52M Buy
112,806
+3,535
+3% +$224K 0.14% 75
2022
Q2 		$6.78M Sell
109,271
-1,469
-1% -$95K 0.14% 78
2022
Q1 		$7.43M Sell
110,740
-2,172
-2% -$141K 0.14% 78
2021
Q4 		$7.75M Buy
+112,912
New +$7.27M 0.16% 51

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HB Wealth Management's SPLV Position: Q2 2026 in Review

HB Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.03% in Q2 2026, buying an estimated $2.06K and bringing the position to 100,929 shares worth $7.56M. The position accounts for 0.04% of the portfolio, ranked #209.

HB Wealth Management first reported a position in SPLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.75M in Q4 2021. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • HB Wealth Management held 100,929 shares of Invesco S&P 500 Low Volatility ETF worth $7.56M as of Q2 2026.
  • HB Wealth Management bought 28 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.06K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #209 holding.
  • HB Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $7.75M in Q4 2021.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.