Landaas & Company’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Landaas & Company’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	$965K	Buy	12,885 +29	+0.2%	+$2.14K	0.18%	49
2026 Q1	$940K	Buy	12,856 +28	+0.2%	+$2.07K	0.21%	42
2025 Q4	$916K	Buy	12,828 +28	+0.2%	+$2.01K	0.2%	40
2025 Q3	$941K	Buy	12,800 +192	+2%	+$14K	0.21%	37
2025 Q2	$918K	Buy	12,608 +21	+0.2%	+$1.52K	0.22%	34
2025 Q1	$940K	Sell	12,587 -110	-0.9%	-$7.95K	0.26%	26
2024 Q4	$889K	Sell	12,697 -490	-4%	-$35.4K	0.25%	24
2024 Q3	$946K	Buy	13,187 +11	+0.1%	+$755	0.26%	21
2024 Q2	$856K	Sell	13,176 -905	-6%	-$58.6K	0.26%	19
2024 Q1	$928K	Buy	14,081 +13	+0.1%	+$829	0.3%	20
2023 Q4	$881K	Sell	14,068 -1,918	-12%	-$115K	0.33%	19
2023 Q3	$940K	Sell	15,986 -1,621	-9%	-$100K	0.41%	13
2023 Q2	$1.11M	Buy	17,607 +14	+0.1%	+$877	0.49%	12
2023 Q1	$1.1M	Buy	17,593 +13	+0.1%	+$812	0.54%	13
2022 Q4	$1.12M	Sell	17,580 -237	-1%	-$14.7K	0.62%	11
2022 Q3	$1.03M	Sell	17,817 -238	-1%	-$15.1K	0.65%	11
2022 Q2	$1.12M	Sell	18,055 -622	-3%	-$40.2K	0.69%	12
2022 Q1	$1.28M	Hold	18,677	–	–	0.68%	11
2021 Q4	$1.28M	Sell	18,677 -1,149	-6%	-$74K	0.68%	11
2021 Q3	$1.21M	Buy	19,826 +15	+0.1%	+$946	0.69%	12
2021 Q2	$1.21M	Buy	19,811 +15	+0.1%	+$909	0.68%	14
2021 Q1	$1.15M	Sell	19,796 -2,322	-10%	-$131K	0.69%	14
2020 Q4	$1.24M	Sell	22,118 -620	-3%	-$34K	0.84%	12
2020 Q3	$1.22M	Buy	22,738 +19	+0.1%	+$1.01K	0.93%	12
2020 Q2	$1.13M	Buy	22,719 +25	+0.1%	+$1.23K	0.9%	12
2020 Q1	$1.17M	Buy	22,694 +940	+4%	+$52.6K	0.99%	12
2019 Q4	$1.27M	Sell	21,754 -336	-2%	-$19.3K	0.89%	11
2019 Q3	$1.28M	Sell	22,090 -40	-0.2%	-$2.26K	0.94%	12
2019 Q2	$1.22M	Buy	22,130 +20	+0.1%	+$1.07K	0.87%	13
2019 Q1	$1.16M	Sell	22,110 -134	-0.6%	-$6.71K	0.84%	12
2018 Q4	$1.04M	Buy	22,244 +20	+0.1%	+$970	0.86%	13
2018 Q3	$1.1M	Buy	22,224 +18	+0.1%	+$885	0.86%	13
2018 Q2	$1.05M	Buy	22,206 +19	+0.1%	+$891	0.84%	12
2018 Q1	$1.04M	Buy	22,187 +7	+0%	+$331	1.05%	11
2017 Q4	$1.06M	Buy	22,180 +1,744	+9%	+$82.2K	0.91%	11
2017 Q3	$936K	Buy	+20,436	New	+$926K	0.82%	11

Other funds holding SPLV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

ACM

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

BCM

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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

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

CCWA

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

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

PFS

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

Landaas & Company's SPLV Position: Q2 2026 in Review

Landaas & Company increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.23% in Q2 2026, buying an estimated $2.14K and bringing the position to 12,885 shares worth $965K. The position accounts for 0.18% of the portfolio, ranked #49.

Landaas & Company first reported a position in SPLV in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.28M in Q1 2022. 183 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Landaas & Company held 12,885 shares of Invesco S&P 500 Low Volatility ETF worth $965K as of Q2 2026.
Landaas & Company bought 29 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.14K.
Invesco S&P 500 Low Volatility ETF made up 0.18% of Landaas & Company's portfolio in Q2 2026, its #49 holding.
Landaas & Company first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2017 and has held it in 36 quarters since.
Landaas & Company's Invesco S&P 500 Low Volatility ETF position peaked at $1.28M in Q1 2022.
183 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.