JGC
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J. Goldman & Co’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

J. Goldman & Co’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 		$273K Sell
3,645
-7,907
-68% -$582K 0.01% 605
2026
Q1 		$845K Buy
11,552
+7,020
+155% +$520K 0.02% 448
2025
Q4 		$324K Sell
4,532
-6,913
-60% -$497K 0.01% 490
2025
Q3 		$841K Buy
11,445
+5,636
+97% +$412K 0.02% 346
2025
Q2 		$423K Buy
+5,809
New +$420K 0.01% 392

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

J. Goldman & Co's SPLV Position: Q2 2026 in Review

J. Goldman & Co reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 68% in Q2 2026, selling an estimated $582K and leaving 3,645 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #605.

J. Goldman & Co first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $845K in Q1 2026. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • J. Goldman & Co held 3,645 shares of Invesco S&P 500 Low Volatility ETF worth $273K as of Q2 2026.
  • J. Goldman & Co sold 7,907 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $582K.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of J. Goldman & Co's portfolio in Q2 2026, its #605 holding.
  • J. Goldman & Co first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
  • J. Goldman & Co's Invesco S&P 500 Low Volatility ETF position peaked at $845K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.