Highline Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Highline Wealth Partners’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	$8.48K	Buy	113 +65	+135%	+$4.79K	﹤0.01%	679
2026 Q1	$3.51K	Hold	48	–	–	﹤0.01%	842
2025 Q4	$3.43K	Hold	48	–	–	﹤0.01%	680
2025 Q3	$3.53K	Hold	48	–	–	﹤0.01%	684
2025 Q2	$3.5K	Hold	48	–	–	﹤0.01%	529
2025 Q1	$3.59K	Buy	+48	New	+$3.47K	﹤0.01%	514
2023 Q3	–	Sell	-80	Closed	-$5.04K	–	400
2023 Q2	$5.04K	Buy	+80	New	+$5.01K	﹤0.01%	183

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

Highline Wealth Partners's SPLV Position: Q2 2026 in Review

Highline Wealth Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 135% in Q2 2026, buying an estimated $4.79K and bringing the position to 113 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Highline Wealth Partners first reported a position in SPLV in Q2 2023 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Highline Wealth Partners held 113 shares of Invesco S&P 500 Low Volatility ETF worth $8.48K as of Q2 2026.
Highline Wealth Partners bought 65 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.79K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #679 holding.
Highline Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.