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

McCarter Private Wealth Services’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	$366K	Sell	4,887 -227	-4%	-$16.7K	0.13%	125
2026 Q1	$374K	Hold	5,114	–	–	0.16%	112
2025 Q4	$365K	Sell	5,114 -208	-4%	-$15K	0.16%	114
2025 Q3	$391K	Hold	5,322	–	–	0.2%	93
2025 Q2	$388K	Hold	5,322	–	–	0.22%	81
2025 Q1	$398K	Hold	5,322	–	–	0.26%	68
2024 Q4	$373K	Hold	5,322	–	–	0.24%	71
2024 Q3	$382K	Buy	+5,322	New	+$365K	0.24%	72

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

McCarter Private Wealth Services's SPLV Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 4.4% in Q2 2026, selling an estimated $16.7K and leaving 4,887 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #125.

McCarter Private Wealth Services first reported a position in SPLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $398K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

McCarter Private Wealth Services held 4,887 shares of Invesco S&P 500 Low Volatility ETF worth $366K as of Q2 2026.
McCarter Private Wealth Services sold 227 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $16.7K.
Invesco S&P 500 Low Volatility ETF made up 0.13% of McCarter Private Wealth Services's portfolio in Q2 2026, its #125 holding.
McCarter Private Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $398K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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