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

Long Island 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	$1.51M	Buy	20,175 +73	+0.4%	+$5.38K	0.62%	35
2026 Q1	$1.47M	Sell	20,102 -1,781	-8%	-$132K	0.68%	32
2025 Q4	$1.56M	Buy	21,883 +82	+0.4%	+$5.9K	0.74%	29
2025 Q3	$1.6M	Buy	21,801 +78	+0.4%	+$5.7K	0.78%	25
2025 Q2	$1.58M	Buy	21,723 +73	+0.3%	+$5.28K	0.82%	24
2025 Q1	$1.62M	Sell	21,650 -293	-1%	-$21.2K	0.99%	22
2024 Q4	$1.54M	Buy	21,943 +62	+0.3%	+$4.47K	0.96%	26
2024 Q3	$1.57M	Buy	21,881 +84	+0.4%	+$5.77K	1.03%	26
2024 Q2	$1.42M	Buy	21,797 +106	+0.5%	+$6.86K	1%	26
2024 Q1	$1.43M	Buy	21,691 +123	+0.6%	+$7.84K	1.01%	26
2023 Q4	$1.35M	Buy	+21,568	New	+$1.3M	0.96%	29

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

Long Island Wealth Management's SPLV Position: Q2 2026 in Review

Long Island Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.36% in Q2 2026, buying an estimated $5.38K and bringing the position to 20,175 shares worth $1.51M. The position accounts for 0.62% of the portfolio, ranked #35.

Long Island Wealth Management first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2025. 758 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Long Island Wealth Management held 20,175 shares of Invesco S&P 500 Low Volatility ETF worth $1.51M as of Q2 2026.
Long Island Wealth Management bought 73 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $5.38K.
Invesco S&P 500 Low Volatility ETF made up 0.62% of Long Island Wealth Management's portfolio in Q2 2026, its #35 holding.
Long Island Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.62M in Q1 2025.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.