Independent Advisor Alliance’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Independent Advisor Alliance’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	$218K	Sell	2,915 -151,232	-98%	-$11.1M	0.01%	947
2026 Q1	$11.3M	Buy	154,147 +151,294	+5,303%	+$11.2M	0.12%	151
2025 Q4	$204K	Sell	2,853 -21	-0.7%	-$1.51K	﹤0.01%	936
2025 Q3	$211K	Sell	2,874 -191	-6%	-$14K	0.01%	873
2025 Q2	$223K	Buy	+3,065	New	+$222K	0.01%	809
2025 Q1	–	Sell	-165,908	Closed	-$11.6M	–	1295
2024 Q4	$11.6M	Buy	+165,908	New	+$12M	0.15%	147
2020 Q2	–	Sell	-19,141	Closed	-$898K	–	534
2020 Q1	$898K	Sell	19,141 -143,333	-88%	-$8.02M	0.13%	133
2019 Q4	$9.48M	Buy	+162,474	New	+$9.32M	0.41%	53

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

Independent Advisor Alliance's SPLV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 98% in Q2 2026, selling an estimated $11.1M and leaving 2,915 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #947.

Independent Advisor Alliance first reported a position in SPLV in Q4 2019 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2024. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Independent Advisor Alliance held 2,915 shares of Invesco S&P 500 Low Volatility ETF worth $218K as of Q2 2026.
Independent Advisor Alliance sold 151,232 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $11.1M.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #947 holding.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's Invesco S&P 500 Low Volatility ETF position peaked at $11.6M in Q4 2024.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.