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

Magnolia 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 		– Sell
-232
Closed -$17K – 165
2026
Q1 		$17K Buy
+232
New +$17.2K 0.01% 116

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Magnolia Wealth Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 232 shares — an estimated $17K sold.

Magnolia Wealth Management first reported a position in SPLV in Q1 2026 and held it in 1 quarter. The position peaked at $17K in Q1 2026. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 232 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $17K.
  • Magnolia Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $17K in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.