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

MassMutual Private Wealth & Trust’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 		$1.46M Sell
19,437
-320
-2% -$23.6K 0.04% 219
2026
Q1 		$1.45M Buy
19,757
+5,780
+41% +$428K 0.04% 217
2025
Q4 		$998K Sell
13,977
-2,273
-14% -$163K 0.03% 240
2025
Q3 		$1.19M Buy
16,250
+822
+5% +$60.1K 0.03% 229
2025
Q2 		$1.12M Buy
15,428
+791
+5% +$57.3K 0.03% 235
2025
Q1 		$1.09M Buy
14,637
+6,971
+91% +$503K 0.03% 237
2024
Q4 		$537K Buy
7,666
+6,816
+802% +$492K 0.02% 307
2024
Q3 		$61K Buy
+850
New +$58.4K ﹤0.01% 623
2024
Q1 		– Sell
-167
Closed -$10.5K – 2123
2023
Q4 		$10.5K Buy
+167
New +$10.1K ﹤0.01% 1004
2021
Q1 		– Sell
-643
Closed -$36K – 1177
2020
Q4 		$36K Sell
643
-2,030
-76% -$111K ﹤0.01% 470
2020
Q3 		$143K Sell
2,673
-1,715
-39% -$91K 0.01% 353
2020
Q2 		$218K Hold
4,388
– – 0.01% 319
2020
Q1 		$206K Buy
4,388
+186
+4% +$10.4K 0.02% 298
2019
Q4 		$245K Buy
4,202
+302
+8% +$17.3K 0.02% 334
2019
Q3 		$226K Hold
3,900
– – 0.02% 332
2019
Q2 		$215K Sell
3,900
-346
-8% -$18.6K 0.01% 331
2019
Q1 		$224K Sell
4,246
-1,800
-30% -$90.2K 0.02% 331
2018
Q4 		$282K Hold
6,046
– – 0.02% 291
2018
Q3 		$299K Hold
6,046
– – 0.02% 312
2018
Q2 		$287K Hold
6,046
– – 0.02% 306
2018
Q1 		$284K Hold
6,046
– – 0.02% 301
2017
Q4 		$289K Buy
6,046
+5,700
+1,647% +$269K 0.02% 309
2017
Q3 		$15.8K Hold
346
– – ﹤0.01% 683
2017
Q2 		$15.5K Buy
+346
New +$15.3K ﹤0.01% 658

Other funds holding SPLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's SPLV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.6% in Q2 2026, selling an estimated $23.6K and leaving 19,437 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #219.

MassMutual Private Wealth & Trust first reported a position in SPLV in Q2 2017 and has held it in 24 quarters since. 354 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 19,437 shares of Invesco S&P 500 Low Volatility ETF worth $1.46M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 320 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $23.6K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #219 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and has held it in 24 quarters since.
  • 354 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.