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

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return