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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Medallion Wealth Advisors's SPLV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q1 2026 at 4,816 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #171.

Medallion Wealth Advisors first reported a position in SPLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Medallion Wealth Advisors held 4,816 shares of Invesco S&P 500 Low Volatility ETF worth $352K as of Q1 2026.
Medallion Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #171 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $352K in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.