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

Institute for 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 		$52.3K Buy
+699
New +$51.5K ﹤0.01% 864
2020
Q1 		– Sell
-128
Closed -$7K – 642
2019
Q4 		$7K Buy
+128
New +$7.34K ﹤0.01% 620

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

Institute for Wealth Management's SPLV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 699 shares worth $52.3K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SPLV as recently as Q4 2019.

Institute for Wealth Management first reported a position in SPLV in Q4 2019 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Institute for Wealth Management held 699 shares of Invesco S&P 500 Low Volatility ETF worth $52.3K as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #864 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.