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Independent Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Independent Financial Group’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 		$3.5M Buy
46,682
+2,379
+5% +$175K 0.07% 310
2026
Q1 		$3.24M Sell
44,303
-1,689
-4% -$125K 0.07% 276
2025
Q4 		$3.28M Sell
45,992
-3,222
-7% -$232K 0.07% 260
2025
Q3 		$3.62M Sell
49,214
-3,970
-7% -$290K 0.09% 217
2025
Q2 		$3.87M Sell
53,184
-11,368
-18% -$823K 0.11% 184
2025
Q1 		$4.82M Buy
64,552
+18,074
+39% +$1.31M 0.17% 123
2024
Q4 		$3.25M Buy
46,478
+3,548
+8% +$256K 0.11% 181
2024
Q3 		$3.08M Buy
42,930
+10,686
+33% +$734K 0.11% 178
2024
Q2 		$2.09M Sell
32,244
-393
-1% -$25.4K 0.08% 229
2024
Q1 		$2.15M Sell
32,637
-679
-2% -$43.3K 0.1% 204
2023
Q4 		$2.09M Buy
33,316
+2,551
+8% +$154K 0.11% 200
2023
Q3 		$1.81M Buy
30,765
+1,985
+7% +$123K 0.12% 201
2023
Q2 		$1.81M Buy
28,780
+943
+3% +$59K 0.12% 182
2023
Q1 		$1.74M Sell
27,837
-1,050
-4% -$65.6K 0.14% 165
2022
Q4 		$1.85M Buy
28,887
+1,155
+4% +$71.7K 0.16% 126
2022
Q3 		$1.6M Buy
27,732
+3,957
+17% +$250K 0.15% 136
2022
Q2 		$1.47M Buy
23,775
+2,466
+12% +$159K 0.16% 152
2022
Q1 		$1.43M Buy
21,309
+1,095
+5% +$71.3K 0.12% 177
2021
Q4 		$1.39M Buy
20,214
+319
+2% +$20.5K 0.11% 178
2021
Q3 		$1.21M Buy
19,895
+18
+0.1% +$1.14K 0.12% 176
2021
Q2 		$1.21M Buy
19,877
+292
+1% +$17.7K 0.13% 179
2021
Q1 		$1.14M Buy
19,585
+878
+5% +$49.4K 0.15% 173
2020
Q4 		$1.05M Sell
18,707
-10,736
-36% -$589K 0.16% 162
2020
Q3 		$1.58M Sell
29,443
-3,235
-10% -$172K 0.3% 76
2020
Q2 		$1.62M Sell
32,678
-221
-0.7% -$10.9K 0.36% 62
2020
Q1 		$1.54M Buy
+32,899
New +$1.84M 0.45% 46

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's SPLV Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5.4% in Q2 2026, buying an estimated $175K and bringing the position to 46,682 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #310.

Independent Financial Group first reported a position in SPLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.82M in Q1 2025. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Independent Financial Group held 46,682 shares of Invesco S&P 500 Low Volatility ETF worth $3.5M as of Q2 2026.
  • Independent Financial Group bought 2,379 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $175K.
  • Invesco S&P 500 Low Volatility ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #310 holding.
  • Independent Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $4.82M in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.