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

IFP 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	$556K	Buy	7,418 +451	+6%	+$33.2K	0.01%	991
2026 Q1	$510K	Buy	6,967 +61	+0.9%	+$4.52K	0.01%	952
2025 Q4	$493K	Sell	6,906 -12,303	-64%	-$885K	0.01%	939
2025 Q3	$1.41M	Sell	19,209 -948	-5%	-$69.3K	0.04%	487
2025 Q2	$1.47M	Buy	20,157 +11,011	+120%	+$797K	0.04%	450
2025 Q1	$683K	Sell	9,146 -347	-4%	-$25.1K	0.02%	668
2024 Q4	$664K	Sell	9,493 -746	-7%	-$53.8K	0.02%	640
2024 Q3	$734K	Buy	10,239 +6,648	+185%	+$457K	0.03%	563
2024 Q2	$233K	Sell	3,591 -688	-16%	-$44.5K	0.01%	970
2024 Q1	$282K	Sell	4,279 -10	-0.2%	-$638	0.01%	836
2023 Q4	$269K	Sell	4,289 -35,897	-89%	-$2.16M	0.01%	828
2023 Q3	$2.36M	Buy	40,186 +2,853	+8%	+$176K	0.11%	200
2023 Q2	$2.34M	Buy	37,333 +1,216	+3%	+$76.1K	0.1%	222
2023 Q1	$1.69M	Sell	36,117 -28,452	-44%	-$1.78M	0.07%	266
2022 Q4	$3.15M	Sell	64,569 -2,561	-4%	-$159K	0.08%	247
2022 Q3	$3.18M	Sell	67,130 -14,498	-18%	-$917K	0.08%	265
2022 Q2	$3.84M	Hold	81,628	–	–	0.12%	181
2022 Q1	$3.84M	Buy	81,628 +78,232	+2,304%	+$5.09M	0.12%	181
2021 Q4	$234K	Sell	3,396 -144	-4%	-$9.27K	﹤0.01%	880
2021 Q3	$215K	Buy	3,540 +814	+30%	+$51.3K	﹤0.01%	921
2021 Q2	$164K	Sell	2,726 -8,682	-76%	-$526K	﹤0.01%	1005
2021 Q1	$662K	Sell	11,408 -4,258	-27%	-$239K	0.01%	452
2020 Q4	$881K	Sell	15,666 -8,239	-34%	-$452K	0.04%	375
2020 Q3	$1.28M	Sell	23,905 -30,461	-56%	-$1.62M	0.08%	244
2020 Q2	$2.67M	Sell	54,366 -33,656	-38%	-$1.65M	0.21%	98
2020 Q1	$4.15M	Buy	88,022 +50,565	+135%	+$2.83M	0.42%	50
2019 Q4	$2.18M	Sell	37,457 -7,770	-17%	-$446K	0.16%	150
2019 Q3	$2.61M	Buy	+45,227	New	+$2.55M	0.18%	132
2019 Q1	$546K	Sell	10,414 -31,850	-75%	-$1.6M	0.07%	267
2018 Q4	$1.96M	Sell	42,264 -8,990	-18%	-$436K	0.12%	195
2018 Q3	$2.54M	Buy	51,254 +2,835	+6%	+$139K	0.1%	216
2018 Q2	$2.3M	Buy	48,419 +1,466	+3%	+$68.8K	0.1%	225
2018 Q1	$2.24M	Hold	46,953	–	–	0.1%	221
2017 Q4	$2.24M	Sell	46,953 -1,320	-3%	-$62.2K	0.1%	222
2017 Q3	$2.21M	Sell	48,273 -348	-0.7%	-$15.8K	0.09%	246
2017 Q2	$2.17M	Sell	48,621 -2,967	-6%	-$131K	0.09%	245
2017 Q1	$2.24M	Sell	51,588 -15,348	-23%	-$655K	0.1%	226
2016 Q4	$2.78M	Buy	66,936 +36,058	+117%	+$1.47M	0.13%	170
2016 Q3	$1.28M	Buy	30,878 +2,121	+7%	+$89.7K	0.07%	309
2016 Q2	$1.23M	Buy	28,757 +18,343	+176%	+$745K	0.07%	312
2016 Q1	$546K	Sell	10,414 -10,381	-50%	-$396K	0.07%	267
2015 Q4	$802K	Buy	+20,795	New	+$793K	0.05%	362

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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 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

IFP Advisors's SPLV Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.5% in Q2 2026, buying an estimated $33.2K and bringing the position to 7,418 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #991.

IFP Advisors first reported a position in SPLV in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.15M in Q1 2020. 177 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

IFP Advisors held 7,418 shares of Invesco S&P 500 Low Volatility ETF worth $556K as of Q2 2026.
IFP Advisors bought 451 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $33.2K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #991 holding.
IFP Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $4.15M in Q1 2020.
177 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.