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

Kingsview 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	$1.04M	Sell	13,895 -1,739	-11%	-$128K	0.01%	737
2026 Q1	$1.14M	Buy	15,634 +3,018	+24%	+$224K	0.02%	643
2025 Q4	$901K	Buy	12,616 +6	+0%	+$431	0.01%	670
2025 Q3	$927K	Buy	12,610 +3,740	+42%	+$273K	0.01%	633
2025 Q2	$646K	Sell	8,870 -2,253	-20%	-$163K	0.01%	683
2025 Q1	$831K	Buy	11,123 +423	+4%	+$30.6K	0.02%	594
2024 Q4	$749K	Sell	10,700 -5,403	-34%	-$390K	0.01%	624
2024 Q3	$1.16M	Buy	16,103 +2,179	+16%	+$150K	0.02%	498
2024 Q2	$904K	Sell	13,924 -100	-0.7%	-$6.47K	0.02%	538
2024 Q1	$924K	Sell	14,024 -80	-0.6%	-$5.1K	0.02%	517
2023 Q4	$884K	Sell	14,104 -2,142	-13%	-$129K	0.03%	501
2023 Q3	$955K	Sell	16,246 -75	-0.5%	-$4.63K	0.03%	448
2023 Q2	$1.03M	Sell	16,321 -127	-0.8%	-$7.95K	0.04%	401
2023 Q1	$1.03M	Buy	16,448 +80	+0.5%	+$5K	0.04%	390
2022 Q4	$1.05M	Sell	16,368 -33	-0.2%	-$2.05K	0.05%	338
2022 Q3	$948K	Buy	16,401 +272	+2%	+$17.2K	0.05%	341
2022 Q2	$1M	Buy	16,129 +3,612	+29%	+$234K	0.05%	366
2022 Q1	$840K	Sell	12,517 -1,741	-12%	-$113K	0.04%	439
2021 Q4	$979K	Buy	14,258 +671	+5%	+$43.2K	0.04%	414
2021 Q3	$827K	Buy	13,587 +6	+0%	+$378	0.04%	420
2021 Q2	$832K	Buy	13,581 +816	+6%	+$49.5K	0.04%	420
2021 Q1	$745K	Buy	12,765 +543	+4%	+$30.5K	0.04%	417
2020 Q4	$687K	Buy	12,222 +250	+2%	+$13.7K	0.05%	368
2020 Q3	$642K	Sell	11,972 -190	-2%	-$10.1K	0.06%	312
2020 Q2	$604K	Sell	12,162 -1,987	-14%	-$97.7K	0.06%	292
2020 Q1	$664K	Sell	14,149 -1,022	-7%	-$57.2K	0.09%	230
2019 Q4	$885K	Buy	15,171 +2,515	+20%	+$144K	0.11%	208
2019 Q3	$733K	Sell	12,656 -1,757	-12%	-$99.1K	0.12%	192
2019 Q2	$793K	Sell	14,413 -11,426	-44%	-$614K	0.13%	184
2019 Q1	$1.36M	Buy	+25,839	New	+$1.29M	0.21%	133

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

Kingsview Wealth Management's SPLV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 11% in Q2 2026, selling an estimated $128K and leaving 13,895 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #737.

Kingsview Wealth Management first reported a position in SPLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.36M in Q1 2019. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Kingsview Wealth Management held 13,895 shares of Invesco S&P 500 Low Volatility ETF worth $1.04M as of Q2 2026.
Kingsview Wealth Management sold 1,739 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $128K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #737 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and has held it in 30 quarters since.
Kingsview Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.36M in Q1 2019.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.