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

Meridian Financial’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	$1.1M	Sell	14,677 -99	-0.7%	-$7.29K	0.53%	43
2026 Q1	$1.08M	Sell	14,776 -235	-2%	-$17.4K	0.59%	39
2025 Q4	$1.07M	Buy	15,011 +401	+3%	+$28.8K	0.58%	39
2025 Q3	$1.07M	Buy	14,610 +601	+4%	+$43.9K	0.6%	34
2025 Q2	$1.02M	Buy	14,009 +1,001	+8%	+$72.5K	0.66%	34
2025 Q1	$972K	Sell	13,008 -99	-0.8%	-$7.15K	0.68%	34
2024 Q4	$918K	Sell	13,107 -150	-1%	-$10.8K	0.63%	35
2024 Q3	$951K	Sell	13,257 -349	-3%	-$24K	0.64%	35
2024 Q2	$884K	Buy	13,606 +1	+0%	+$65	0.64%	34
2024 Q1	$896K	Sell	13,605 -108	-0.8%	-$6.89K	0.67%	30
2023 Q4	$859K	Sell	13,713 -99	-0.7%	-$5.96K	0.68%	30
2023 Q3	$812K	Buy	13,812 +701	+5%	+$43.3K	0.76%	29
2023 Q2	$824K	Buy	13,111 +35	+0.3%	+$2.19K	0.74%	28
2023 Q1	$816K	Sell	13,076 -575	-4%	-$35.9K	0.79%	28
2022 Q4	$872K	Sell	13,651 -1,315	-9%	-$81.6K	0.92%	26
2022 Q3	$865K	Buy	14,966 +1,235	+9%	+$78.1K	1.01%	26
2022 Q2	$851K	Sell	13,731 -391	-3%	-$25.3K	0.96%	25
2022 Q1	$947K	Buy	14,122 +309	+2%	+$20.1K	0.98%	24
2021 Q4	$948K	Buy	+13,813	New	+$889K	0.89%	28

Other funds holding SPLV

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meridian Financial's SPLV Position: Q2 2026 in Review

Meridian Financial reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.67% in Q2 2026, selling an estimated $7.29K and leaving 14,677 shares worth $1.1M. The position accounts for 0.53% of the portfolio, ranked #43.

Meridian Financial first reported a position in SPLV in Q4 2021 and has held it in 19 quarters since. 354 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Meridian Financial held 14,677 shares of Invesco S&P 500 Low Volatility ETF worth $1.1M as of Q2 2026.
Meridian Financial sold 99 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $7.29K.
Invesco S&P 500 Low Volatility ETF made up 0.53% of Meridian Financial's portfolio in Q2 2026, its #43 holding.
Meridian Financial first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.