Legacy Wealth Management (Idaho)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-102	Closed	-$7.46K	–	843
2026 Q1	$7.46K	Hold	102	–	–	﹤0.01%	550
2025 Q4	$7.29K	Hold	102	–	–	﹤0.01%	476
2025 Q3	$7.5K	Sell	102 -28	-22%	-$2.05K	﹤0.01%	382
2025 Q2	$8.36K	Buy	+130	New	+$9.41K	﹤0.01%	341

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

Legacy Wealth Management (Idaho)'s SPLV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 102 shares — an estimated $7.46K sold.

Legacy Wealth Management (Idaho) first reported a position in SPLV in Q2 2025 and held it in 4 quarters. The position peaked at $8.36K in Q2 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 102 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $7.46K.
Legacy Wealth Management (Idaho) first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s Invesco S&P 500 Low Volatility ETF position peaked at $8.36K in Q2 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.