MASECO Private Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

MASECO Private Wealth’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	$58K	Hold	775	–	–	﹤0.01%	159
2026 Q1	$56.7K	Hold	775	–	–	﹤0.01%	143
2025 Q4	$55.4K	Buy	+775	New	+$55.7K	﹤0.01%	164

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

MASECO Private Wealth's SPLV Position: Q2 2026 in Review

MASECO Private Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 775 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

MASECO Private Wealth first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

MASECO Private Wealth held 775 shares of Invesco S&P 500 Low Volatility ETF worth $58K as of Q2 2026.
MASECO Private Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #159 holding.
MASECO Private Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.