Laraway Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Laraway Financial 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	$1.34M	Sell	17,953 -142	-0.8%	-$10.5K	0.82%	31
2026 Q1	$1.32M	Buy	18,095 +53	+0.3%	+$3.93K	0.93%	30
2025 Q4	$1.29M	Buy	18,042 +203	+1%	+$14.6K	0.84%	33
2025 Q3	$1.31M	Buy	17,839 +157	+0.9%	+$11.5K	0.89%	30
2025 Q2	$1.29M	Sell	17,682 -122	-0.7%	-$8.83K	0.98%	27
2025 Q1	$1.33M	Buy	17,804 +2	+0%	+$144	1.06%	27
2024 Q4	$1.25M	Sell	17,802 -54	-0.3%	-$3.9K	0.96%	31
2024 Q3	$1.28M	Buy	17,856 +2	+0%	+$137	1.02%	30
2024 Q2	$1.16M	Sell	17,854 -281	-2%	-$18.2K	0.99%	29
2024 Q1	$1.19M	Buy	18,135 +767	+4%	+$48.9K	1.05%	28
2023 Q4	$1.09M	Sell	17,368 -50	-0.3%	-$3.01K	1.03%	27
2023 Q3	$1.02M	Buy	17,418 +337	+2%	+$20.8K	1.07%	27
2023 Q2	$1.07M	Buy	17,081 +68	+0.4%	+$4.26K	1.06%	27
2023 Q1	$1.06M	Sell	17,013 -596	-3%	-$37.2K	1.08%	28
2022 Q4	$1.13M	Sell	17,609 -1,191	-6%	-$73.9K	1.18%	23
2022 Q3	$1.09M	Sell	18,800 -220	-1%	-$13.9K	1.21%	24
2022 Q2	$1.18M	Buy	19,020 +30	+0.2%	+$1.94K	1.25%	22
2022 Q1	$1.27M	Sell	18,990 -70	-0.4%	-$4.55K	1.16%	26
2021 Q4	$1.31M	Buy	+19,060	New	+$1.23M	1.17%	26

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

Laraway Financial Advisors's SPLV Position: Q2 2026 in Review

Laraway Financial Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.78% in Q2 2026, selling an estimated $10.5K and leaving 17,953 shares worth $1.34M. The position accounts for 0.82% of the portfolio, ranked #31.

Laraway Financial Advisors first reported a position in SPLV in Q4 2021 and has held it in 19 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Laraway Financial Advisors held 17,953 shares of Invesco S&P 500 Low Volatility ETF worth $1.34M as of Q2 2026.
Laraway Financial Advisors sold 142 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $10.5K.
Invesco S&P 500 Low Volatility ETF made up 0.82% of Laraway Financial Advisors's portfolio in Q2 2026, its #31 holding.
Laraway Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.