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

Measured Wealth Private Client Group’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	$134K	Sell	1,784 -3	-0.2%	-$221	0.03%	230
2026 Q1	$131K	Hold	1,787	–	–	0.04%	218
2025 Q4	$128K	Sell	1,787 -670	-27%	-$48.2K	0.03%	234
2025 Q3	$181K	Buy	+2,457	New	+$180K	0.05%	192
2025 Q2	–	Sell	-3,746	Closed	-$280K	–	195
2025 Q1	$280K	Sell	3,746 -783	-17%	-$56.6K	0.09%	139
2024 Q4	$317K	Sell	4,529 -47	-1%	-$3.39K	0.1%	133
2024 Q3	$328K	Sell	4,576 -132	-3%	-$9.06K	0.11%	128
2024 Q2	$306K	Sell	4,708 -10,371	-69%	-$672K	0.11%	147
2024 Q1	$993K	Sell	15,079 -3,095	-17%	-$197K	0.35%	43
2023 Q4	$1.14M	Sell	18,174 -6,724	-27%	-$405K	0.42%	31
2023 Q3	$1.46M	Sell	24,898 -2,432	-9%	-$150K	0.59%	21
2023 Q2	$1.72M	Sell	27,330 -4,463	-14%	-$279K	0.65%	21
2023 Q1	$1.98M	Sell	31,793 -1,017	-3%	-$63.5K	0.76%	21
2022 Q4	$2.1M	Sell	32,810 -4,698	-13%	-$291K	0.86%	19
2022 Q3	$2.17M	Buy	37,508 +31,538	+528%	+$1.99M	0.96%	21
2022 Q2	$370K	Sell	5,970 -2,631	-31%	-$170K	0.16%	94
2022 Q1	$577K	Sell	8,601 -1,215	-12%	-$79.1K	0.21%	57
2021 Q4	$674K	Sell	9,816 -562	-5%	-$36.2K	0.24%	59
2021 Q3	$631K	Sell	10,378 -1,245	-11%	-$78.5K	0.24%	61
2021 Q2	$708K	Sell	11,623 -864	-7%	-$52.4K	0.23%	66
2021 Q1	$726K	Sell	12,487 -5,718	-31%	-$322K	0.26%	59
2020 Q4	$1.02M	Sell	18,205 -8,192	-31%	-$450K	0.43%	39
2020 Q3	$1.42M	Sell	26,397 -4,254	-14%	-$226K	0.69%	24
2020 Q2	$1.52M	Sell	30,651 -53,744	-64%	-$2.64M	0.89%	17
2020 Q1	$3.96M	Buy	84,395 +1,422	+2%	+$79.6K	3.08%	7
2019 Q4	$4.84M	Sell	82,973 -79,627	-49%	-$4.57M	3.23%	7
2019 Q3	$9.41M	Buy	162,600 +148,436	+1,048%	+$8.37M	6.09%	4
2019 Q2	$779K	Buy	+14,164	New	+$762K	0.45%	43
2018 Q4	–	Sell	-104	Closed	-$5K	–	611
2018 Q3	$5K	Buy	+104	New	+$5.11K	﹤0.01%	699

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

Measured Wealth Private Client Group's SPLV Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.17% in Q2 2026, selling an estimated $221 and leaving 1,784 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #230.

Measured Wealth Private Client Group first reported a position in SPLV in Q3 2018 and has held it in 29 quarters since. The position peaked at $9.41M in Q3 2019. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Measured Wealth Private Client Group held 1,784 shares of Invesco S&P 500 Low Volatility ETF worth $134K as of Q2 2026.
Measured Wealth Private Client Group sold 3 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $221.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #230 holding.
Measured Wealth Private Client Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2018 and has held it in 29 quarters since.
Measured Wealth Private Client Group's Invesco S&P 500 Low Volatility ETF position peaked at $9.41M in Q3 2019.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.