Larson Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Larson Financial Group’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	$212K	Buy	2,836 +4	+0.1%	+$295	0.01%	828
2026 Q1	$207K	Buy	2,832 +1	+0%	+$74	0.01%	707
2025 Q4	$202K	Sell	2,831 -6	-0.2%	-$431	0.01%	692
2025 Q3	$208K	Buy	2,837 +260	+10%	+$19K	0.01%	681
2025 Q2	$188K	Buy	2,577 +2	+0.1%	+$145	0.01%	671
2025 Q1	$192K	Buy	2,575 +2,138	+489%	+$154K	0.01%	629
2024 Q4	$30.6K	Buy	437 +2	+0.5%	+$144	﹤0.01%	1062
2024 Q3	$31.2K	Sell	435 -359	-45%	-$24.7K	﹤0.01%	1055
2024 Q2	$51.6K	Buy	794 +1	+0.1%	+$65	﹤0.01%	804
2024 Q1	$52.2K	Hold	793	–	–	﹤0.01%	678
2023 Q4	$49.7K	Hold	793	–	–	﹤0.01%	645
2023 Q3	$46.6K	Hold	793	–	–	﹤0.01%	631
2023 Q2	$49.8K	Sell	793 -3,179	-80%	-$199K	0.01%	562
2023 Q1	$248K	Buy	3,972 +1,248	+46%	+$78K	0.03%	287
2022 Q4	$174K	Buy	2,724 +2,349	+626%	+$146K	0.02%	322
2022 Q3	$22K	Sell	375 -50	-12%	-$3.16K	﹤0.01%	617
2022 Q2	$26K	Hold	425	–	–	﹤0.01%	497
2022 Q1	$29K	Hold	425	–	–	﹤0.01%	465
2021 Q4	$29K	Buy	425 +4	+1%	+$258	﹤0.01%	477
2021 Q3	$26K	Buy	421 +46	+12%	+$2.9K	0.01%	416
2021 Q2	$23K	Buy	375 +2	+0.5%	+$121	0.01%	413
2021 Q1	$22K	Buy	373 +1	+0.3%	+$56	0.01%	395
2020 Q4	$21K	Buy	372 +2	+0.5%	+$110	0.01%	363
2020 Q3	$20K	Buy	370 +2	+0.5%	+$106	0.01%	329
2020 Q2	$18K	Buy	368 +2	+0.5%	+$98	0.01%	299
2020 Q1	$17K	Buy	366 +3	+0.8%	+$168	0.01%	238
2019 Q4	$21K	Buy	363 +2	+0.6%	+$115	0.01%	220
2019 Q3	$21K	Buy	361 +2	+0.6%	+$113	0.01%	216
2019 Q2	$20K	Buy	359 +2	+0.6%	+$108	0.01%	186
2019 Q1	$19K	Buy	357 +2	+0.6%	+$100	0.02%	182
2018 Q4	$17K	Buy	+355	New	+$17.2K	0.02%	177

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

Larson Financial Group's SPLV Position: Q2 2026 in Review

Larson Financial Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.14% in Q2 2026, buying an estimated $295 and bringing the position to 2,836 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #828.

Larson Financial Group first reported a position in SPLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $248K in Q1 2023. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Larson Financial Group held 2,836 shares of Invesco S&P 500 Low Volatility ETF worth $212K as of Q2 2026.
Larson Financial Group bought 4 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $295.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #828 holding.
Larson Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 31 quarters since.
Larson Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $248K in Q1 2023.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.