Lodestone Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Lodestone Wealth Management’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	$208K	Sell	2,780 -44	-2%	-$3.24K	0.07%	178
2026 Q1	$207K	Sell	2,824 -26	-0.9%	-$1.93K	0.08%	174
2025 Q4	$204K	Buy	2,850 +2	+0.1%	+$144	0.08%	167
2025 Q3	$209K	Sell	2,848 -77	-3%	-$5.63K	0.09%	170
2025 Q2	$213K	Sell	2,925 -229	-7%	-$16.6K	0.1%	159
2025 Q1	$236K	Buy	3,154 +34	+1%	+$2.46K	0.13%	141
2024 Q4	$218K	Sell	3,120 -275	-8%	-$19.8K	0.11%	144
2024 Q3	$244K	Sell	3,395 -593	-15%	-$40.7K	0.12%	133
2024 Q2	$259K	Sell	3,988 -852	-18%	-$55.2K	0.14%	132
2024 Q1	$319K	Buy	4,840 +72	+2%	+$4.59K	0.17%	121
2023 Q4	$299K	Sell	4,768 -83	-2%	-$5K	0.17%	119
2023 Q3	$285K	Sell	4,851 -3,456	-42%	-$214K	0.2%	106
2023 Q2	$522K	Sell	8,307 -10,091	-55%	-$632K	0.36%	74
2023 Q1	$1.15M	Buy	18,398 +159	+0.9%	+$9.93K	0.88%	38
2022 Q4	$1.17M	Buy	+18,239	New	+$1.13M	0.94%	40

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

Lodestone Wealth Management's SPLV Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.6% in Q2 2026, selling an estimated $3.24K and leaving 2,780 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #178.

Lodestone Wealth Management first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2022. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Lodestone Wealth Management held 2,780 shares of Invesco S&P 500 Low Volatility ETF worth $208K as of Q2 2026.
Lodestone Wealth Management sold 44 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.24K.
Invesco S&P 500 Low Volatility ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #178 holding.
Lodestone Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.17M in Q4 2022.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.