Medallion Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Medallion Wealth Advisors’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	$2.26M	Buy	14,914 +10,098	+210%	+$744K	0.71%	31
2026 Q1	$352K	Hold	4,816	–	–	0.12%	171
2025 Q4	$344K	Buy	4,816 +100	+2%	+$7.19K	0.12%	169
2025 Q3	$347K	Hold	4,716	–	–	0.12%	164
2025 Q2	$346K	Hold	4,716	–	–	0.13%	154
2025 Q1	$352K	Hold	4,716	–	–	0.16%	137
2024 Q4	$333K	Buy	+4,716	New	+$340K	0.17%	130

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

Medallion Wealth Advisors's SPLV Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 210% in Q2 2026, buying an estimated $744K and bringing the position to 14,914 shares worth $2.26M. The position accounts for 0.71% of the portfolio, ranked #31.

Medallion Wealth Advisors first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Medallion Wealth Advisors held 14,914 shares of Invesco S&P 500 Low Volatility ETF worth $2.26M as of Q2 2026.
Medallion Wealth Advisors bought 10,098 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $744K.
Invesco S&P 500 Low Volatility ETF made up 0.71% of Medallion Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.