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

Meridian Investment Counsel’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	$371K	Hold	4,948	–	–	0.08%	184
2026 Q1	$362K	Hold	4,948	–	–	0.09%	185
2025 Q4	$353K	Hold	4,948	–	–	0.09%	179
2025 Q3	$364K	Hold	4,948	–	–	0.09%	176
2025 Q2	$360K	Hold	4,948	–	–	0.1%	164
2025 Q1	$370K	Hold	4,948	–	–	0.11%	157
2024 Q4	$346K	Hold	4,948	–	–	0.1%	162
2024 Q3	$355K	Hold	4,948	–	–	0.11%	160
2024 Q2	$321K	Buy	+4,948	New	+$320K	0.1%	168

Other funds holding SPLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Meridian Investment Counsel's SPLV Position: Q2 2026 in Review

Meridian Investment Counsel held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 4,948 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #184.

Meridian Investment Counsel first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. 571 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Meridian Investment Counsel held 4,948 shares of Invesco S&P 500 Low Volatility ETF worth $371K as of Q2 2026.
Meridian Investment Counsel left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.08% of Meridian Investment Counsel's portfolio in Q2 2026, its #184 holding.
Meridian Investment Counsel first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
571 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.