IMG Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

IMG Wealth Management’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	$43.6K	Sell	582 -142	-20%	-$10.5K	0.02%	195
2026 Q1	$52.9K	Buy	724 +1	+0.1%	+$74	0.03%	168
2025 Q4	$51.7K	Hold	723	–	–	0.03%	166
2025 Q3	$53.1K	Hold	723	–	–	0.04%	150
2025 Q2	$52.6K	Hold	723	–	–	0.04%	148
2025 Q1	$54K	Hold	723	–	–	0.05%	141
2024 Q4	$50.6K	Buy	+723	New	+$52.2K	0.05%	138

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

IMG Wealth Management's SPLV Position: Q2 2026 in Review

IMG Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 20% in Q2 2026, selling an estimated $10.5K and leaving 582 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #195.

IMG Wealth Management first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $54K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

IMG Wealth Management held 582 shares of Invesco S&P 500 Low Volatility ETF worth $43.6K as of Q2 2026.
IMG Wealth Management sold 142 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $10.5K.
Invesco S&P 500 Low Volatility ETF made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #195 holding.
IMG Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $54K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.