Kingswood Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kingswood Wealth Advisors’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	$1.45M	Sell	19,425 -49	-0.3%	-$3.61K	0.06%	323
2026 Q1	$1.42M	Buy	19,474 +1,076	+6%	+$79.7K	0.07%	293
2025 Q4	$1.31M	Buy	18,398 +4,598	+33%	+$331K	0.06%	295
2025 Q3	$1.01M	Buy	13,800 +1,501	+12%	+$110K	0.06%	311
2025 Q2	$896K	Sell	12,299 -146	-1%	-$10.6K	0.07%	284
2025 Q1	$930K	Sell	12,445 -2,433	-16%	-$176K	0.08%	264
2024 Q4	$1.04M	Buy	14,878 +7,174	+93%	+$518K	0.08%	264
2024 Q3	$552K	Buy	7,704 +4,468	+138%	+$307K	0.04%	433
2024 Q2	$210K	Sell	3,236 -6,791	-68%	-$440K	0.02%	621
2024 Q1	$661K	Sell	10,027 -1,389	-12%	-$88.6K	0.08%	280
2023 Q4	$715K	Buy	11,416 +4,715	+70%	+$284K	0.08%	266
2023 Q3	$394K	Buy	6,701 +1,765	+36%	+$109K	0.07%	287
2023 Q2	$310K	Buy	+4,936	New	+$309K	0.1%	196

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

Kingswood Wealth Advisors's SPLV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.25% in Q2 2026, selling an estimated $3.61K and leaving 19,425 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #323.

Kingswood Wealth Advisors first reported a position in SPLV in Q2 2023 and has held it in 13 quarters since. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Kingswood Wealth Advisors held 19,425 shares of Invesco S&P 500 Low Volatility ETF worth $1.45M as of Q2 2026.
Kingswood Wealth Advisors sold 49 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.61K.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #323 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.