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

IAG 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	$19.5K	Hold	260	–	–	﹤0.01%	313
2026 Q1	$19K	Hold	260	–	–	﹤0.01%	314
2025 Q4	$18.6K	Sell	260 -90	-26%	-$6.47K	﹤0.01%	300
2025 Q3	$25.7K	Hold	350	–	–	﹤0.01%	280
2025 Q2	$25.5K	Hold	350	–	–	﹤0.01%	259
2025 Q1	$26.2K	Hold	350	–	–	﹤0.01%	254
2024 Q4	$24.5K	Sell	350 -220	-39%	-$15.9K	﹤0.01%	261
2024 Q3	$40.9K	Hold	570	–	–	0.01%	210
2024 Q2	$37K	Hold	570	–	–	0.01%	205
2024 Q1	$37.5K	Hold	570	–	–	0.01%	188
2023 Q4	$35.7K	Sell	570 -32	-5%	-$1.93K	0.01%	185
2023 Q3	$35.4K	Sell	602 -80	-12%	-$4.94K	0.01%	170
2023 Q2	$42.8K	Hold	682	–	–	0.01%	168
2023 Q1	$42.6K	Hold	682	–	–	0.01%	153
2022 Q4	$43.6K	Hold	682	–	–	0.01%	150
2022 Q3	$39K	Hold	682	–	–	0.01%	144
2022 Q2	$42K	Sell	682 -75	-10%	-$4.85K	0.01%	142
2022 Q1	$51K	Sell	757 -32	-4%	-$2.08K	0.02%	137
2021 Q4	$54K	Sell	789 -170	-18%	-$10.9K	0.02%	130
2021 Q3	$59K	Hold	959	–	–	0.02%	113
2021 Q2	$59K	Sell	959 -214	-18%	-$13K	0.02%	110
2021 Q1	$69K	Hold	1,173	–	–	0.03%	90
2020 Q4	$66K	Hold	1,173	–	–	0.03%	94
2020 Q3	$63K	Sell	1,173 -367	-24%	-$19.5K	0.03%	95
2020 Q2	$77K	Hold	1,540	–	–	0.04%	79
2020 Q1	$73K	Sell	1,540 -486	-24%	-$27.2K	0.05%	77
2019 Q4	$119K	Buy	+2,026	New	+$116K	0.08%	60

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

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

IAG Wealth Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 260 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

IAG Wealth Partners first reported a position in SPLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $119K in Q4 2019. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

IAG Wealth Partners held 260 shares of Invesco S&P 500 Low Volatility ETF worth $19.5K as of Q2 2026.
IAG Wealth Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #313 holding.
IAG Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $119K in Q4 2019.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.