HCR Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

HCR Wealth 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	$366K	Sell	4,892 -44	-0.9%	-$3.24K	0.03%	191
2026 Q1	$361K	Buy	4,936 +452	+10%	+$33.5K	0.04%	180
2025 Q4	$320K	Sell	4,484 -649	-13%	-$46.7K	0.03%	190
2025 Q3	$373K	Hold	5,133	–	–	0.04%	173
2025 Q2	$374K	Sell	5,133 -200	-4%	-$14.5K	0.04%	168
2025 Q1	$399K	Buy	5,333 +25	+0.5%	+$1.81K	0.05%	161
2024 Q4	$372K	Hold	5,308	–	–	0.05%	167
2024 Q3	$381K	Buy	5,308 +210	+4%	+$14.4K	0.05%	164
2024 Q2	$331K	Buy	5,098 +1	+0%	+$65	0.05%	163
2024 Q1	$336K	Hold	5,097	–	–	0.05%	159
2023 Q4	$319K	Sell	5,097 -87	-2%	-$5.24K	0.05%	151
2023 Q3	$305K	Sell	5,184 -708	-12%	-$43.8K	0.07%	128
2023 Q2	$370K	Hold	5,892	–	–	0.07%	129
2023 Q1	$368K	Hold	5,892	–	–	0.07%	129
2022 Q4	$376K	Hold	5,892	–	–	0.08%	126
2022 Q3	$341K	Buy	5,892 +1	+0%	+$63	0.07%	133
2022 Q2	$365K	Sell	5,891 -183	-3%	-$11.8K	0.07%	129
2022 Q1	$408K	Hold	6,074	–	–	0.07%	138
2021 Q4	$417K	Sell	6,074 -1,157	-16%	-$74.5K	0.06%	148
2021 Q3	$440K	Sell	7,231 -5,086	-41%	-$321K	0.07%	143
2021 Q2	$750K	Sell	12,317 -2,600	-17%	-$158K	0.13%	109
2021 Q1	$867K	Buy	+14,917	New	+$839K	0.17%	98

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

HCR Wealth Advisors's SPLV Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.89% in Q2 2026, selling an estimated $3.24K and leaving 4,892 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #191.

HCR Wealth Advisors first reported a position in SPLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $867K in Q1 2021. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

HCR Wealth Advisors held 4,892 shares of Invesco S&P 500 Low Volatility ETF worth $366K as of Q2 2026.
HCR Wealth Advisors sold 44 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.24K.
Invesco S&P 500 Low Volatility ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #191 holding.
HCR Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2021 and has held it in 22 quarters since.
HCR Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $867K in Q1 2021.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.