Meridian Financial Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Meridian Financial Partners’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	$341K	Buy	4,431 +624	+16%	+$46K	0.12%	95
2026 Q1	$281K	Buy	3,807 +997	+35%	+$73.9K	0.11%	100
2025 Q4	$205K	Buy	+2,810	New	+$202K	0.08%	114
2023 Q2	–	Sell	-112,426	Closed	-$7.14M	–	90
2023 Q1	$7.14M	Buy	112,426 +8,268	+8%	+$517K	8.11%	3
2022 Q4	$6.52M	Buy	+104,158	New	+$6.46M	7.33%	3

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

Meridian Financial Partners's SPLV Position: Q2 2026 in Review

Meridian Financial Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 16% in Q2 2026, buying an estimated $46K and bringing the position to 4,431 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #95.

Meridian Financial Partners first reported a position in SPLV in Q4 2022 and has held it in 5 quarters since. The position peaked at $7.14M in Q1 2023. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Meridian Financial Partners held 4,431 shares of Invesco S&P 500 Low Volatility ETF worth $341K as of Q2 2026.
Meridian Financial Partners bought 624 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $46K.
Invesco S&P 500 Low Volatility ETF made up 0.12% of Meridian Financial Partners's portfolio in Q2 2026, its #95 holding.
Meridian Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 5 quarters since.
Meridian Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $7.14M in Q1 2023.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.