Kingstone Capital Partners Texas’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kingstone Capital Partners Texas’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	$1.34M	Buy	17,898 +95	+0.5%	+$7K	0.71%	33
2026 Q1	$1.3M	Buy	17,803 +94	+0.5%	+$6.96K	0.8%	33
2025 Q4	$1.26M	Buy	17,709 +95	+0.5%	+$6.83K	0.74%	32
2025 Q3	$1.29M	Buy	17,614 +22	+0.1%	+$1.61K	0.75%	33
2025 Q2	$1.28M	Sell	17,592 -9,206	-34%	-$666K	0.84%	26
2025 Q1	$2M	Sell	26,798 -1,497	-5%	-$108K	1.61%	23
2024 Q4	$1.98M	Buy	+28,295	New	+$2.04M	1.61%	21

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

Kingstone Capital Partners Texas's SPLV Position: Q2 2026 in Review

Kingstone Capital Partners Texas increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.53% in Q2 2026, buying an estimated $7K and bringing the position to 17,898 shares worth $1.34M. The position accounts for 0.71% of the portfolio, ranked #33.

Kingstone Capital Partners Texas first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Kingstone Capital Partners Texas held 17,898 shares of Invesco S&P 500 Low Volatility ETF worth $1.34M as of Q2 2026.
Kingstone Capital Partners Texas bought 95 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $7K.
Invesco S&P 500 Low Volatility ETF made up 0.71% of Kingstone Capital Partners Texas's portfolio in Q2 2026, its #33 holding.
Kingstone Capital Partners Texas first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Kingstone Capital Partners Texas's Invesco S&P 500 Low Volatility ETF position peaked at $2M in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q2 2026, filed 11 Aug 2026.