Legacy Investment Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$8.36K	Buy	+130	New	+$9.41K	﹤0.01%	341

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's SPLV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025: 130 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings.

766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Legacy Investment Solutions held 130 shares of Invesco S&P 500 Low Volatility ETF worth $8.36K as of Q2 2025.
Invesco S&P 500 Low Volatility ETF was a new Legacy Investment Solutions position in Q2 2025.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #341 holding.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.