Lodestone Wealth Management
SPLV icon

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
Q3 		$198K Buy
2,811
+31
+1% +$2.33K 0.07% 183
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% +$9.9K 0.88% 38
2022
Q4 		$1.17M Buy
+18,239
New +$1.13M 0.94% 40

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Lodestone Wealth Management's SPLV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.1% in Q3 2026, buying an estimated $2.33K and bringing the position to 2,811 shares worth $198K. The position accounts for 0.07% of the portfolio, ranked #183.

Lodestone Wealth Management first reported a position in SPLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2022. 525 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • Lodestone Wealth Management held 2,811 shares of Invesco S&P 500 Low Volatility ETF worth $198K as of Q3 2026.
  • Lodestone Wealth Management bought 31 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $2.33K.
  • Invesco S&P 500 Low Volatility ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #183 holding.
  • Lodestone Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.17M in Q4 2022.
  • 525 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.