Hughes Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Hughes Financial Services’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	$118K	Sell	1,569 -55	-3%	-$4.05K	0.02%	123
2026 Q1	$119K	Hold	1,624	–	–	0.02%	115
2025 Q4	$116K	Hold	1,624	–	–	0.02%	110
2025 Q3	$116K	Hold	1,624	–	–	0.02%	108
2025 Q2	$119K	Hold	1,624	–	–	0.02%	99
2025 Q1	$121K	Buy	+1,624	New	+$117K	0.02%	92

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

Hughes Financial Services's SPLV Position: Q2 2026 in Review

Hughes Financial Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.4% in Q2 2026, selling an estimated $4.05K and leaving 1,569 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #123.

Hughes Financial Services first reported a position in SPLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $121K in Q1 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Hughes Financial Services held 1,569 shares of Invesco S&P 500 Low Volatility ETF worth $118K as of Q2 2026.
Hughes Financial Services sold 55 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.05K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #123 holding.
Hughes Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $121K in Q1 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.