Investment Partners Asset Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Investment Partners Asset 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	$244K	Hold	3,253	–	–	0.14%	152
2026 Q1	$238K	Hold	3,253	–	–	0.15%	147
2025 Q4	$232K	Hold	3,253	–	–	0.14%	150
2025 Q3	$239K	Hold	3,253	–	–	0.16%	142
2025 Q2	$237K	Hold	3,253	–	–	0.16%	133
2025 Q1	$243K	Hold	3,253	–	–	0.19%	128
2024 Q4	$228K	Hold	3,253	–	–	0.18%	130
2024 Q3	$233K	Hold	3,253	–	–	0.19%	124
2024 Q2	$211K	Hold	3,253	–	–	0.19%	123
2024 Q1	$214K	Sell	3,253 -900	-22%	-$57.4K	0.19%	128
2023 Q4	$260K	Buy	+4,153	New	+$250K	0.26%	106

Other funds holding SPLV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 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

Investment Partners Asset Management's SPLV Position: Q2 2026 in Review

Investment Partners Asset Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 3,253 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #152.

Investment Partners Asset Management first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $260K in Q4 2023. 264 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Investment Partners Asset Management held 3,253 shares of Invesco S&P 500 Low Volatility ETF worth $244K as of Q2 2026.
Investment Partners Asset Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.14% of Investment Partners Asset Management's portfolio in Q2 2026, its #152 holding.
Investment Partners Asset Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Invesco S&P 500 Low Volatility ETF position peaked at $260K in Q4 2023.
264 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.