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

Lakeridge 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	$478K	Buy	+6,384	New	+$470K	0.18%	108
2025 Q3	–	Sell	-7,538	Closed	-$549K	–	159
2025 Q2	$549K	Sell	7,538 -748	-9%	-$54.1K	0.25%	74
2025 Q1	$619K	Sell	8,286 -1,535	-16%	-$111K	0.31%	59
2024 Q4	$687K	Buy	9,821 +19	+0.2%	+$1.37K	0.36%	50
2024 Q3	$703K	Buy	9,802 +42	+0.4%	+$2.88K	0.39%	46
2024 Q2	$634K	Buy	9,760 +3,857	+65%	+$250K	0.38%	52
2024 Q1	$389K	Buy	5,903 +73	+1%	+$4.65K	0.25%	78
2023 Q4	$365K	Buy	+5,830	New	+$351K	0.26%	77

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

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

Lakeridge Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 6,384 shares worth $478K. The stake represents 0.18% of the portfolio and ranks #108 among its holdings. This is a return to the name: Lakeridge Wealth Management previously reported a position in SPLV as recently as Q2 2025.

Lakeridge Wealth Management first reported a position in SPLV in Q4 2023 and has held it in 8 quarters since. The position peaked at $703K in Q3 2024. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Lakeridge Wealth Management held 6,384 shares of Invesco S&P 500 Low Volatility ETF worth $478K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Lakeridge Wealth Management position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.18% of Lakeridge Wealth Management's portfolio in Q2 2026, its #108 holding.
Lakeridge Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 8 quarters since.
Lakeridge Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $703K in Q3 2024.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.