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 Q3	$345K	Hold	4,887	–	–	0.12%	134
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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

McCarter Private Wealth Services's SPLV Position: Q3 2026 in Review

McCarter Private Wealth Services held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 4,887 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #134.

McCarter Private Wealth Services first reported a position in SPLV in Q3 2024 and has held it in 9 quarters since. The position peaked at $398K in Q1 2025. 219 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

McCarter Private Wealth Services held 4,887 shares of Invesco S&P 500 Low Volatility ETF worth $345K as of Q3 2026.
McCarter Private Wealth Services left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #134 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 9 quarters since.
McCarter Private Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $398K in Q1 2025.
219 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.