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Meriwether Wealth & Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Meriwether Wealth & Planning’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 		$225K Sell
3,000
-66,920
-96% -$4.93M 0.11% 112
2026
Q1 		$5.11M Buy
69,920
+8,627
+14% +$639K 2.8% 9
2025
Q4 		$4.38M Buy
61,293
+3,925
+7% +$282K 2.47% 9
2025
Q3 		$4.22M Buy
57,368
+2,770
+5% +$202K 2.44% 10
2025
Q2 		$3.98M Buy
+54,598
New +$3.95M 2.49% 9

Other funds holding SPLV

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
BM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Meriwether Wealth & Planning's SPLV Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 96% in Q2 2026, selling an estimated $4.93M and leaving 3,000 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #112.

Meriwether Wealth & Planning first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.11M in Q1 2026. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Meriwether Wealth & Planning held 3,000 shares of Invesco S&P 500 Low Volatility ETF worth $225K as of Q2 2026.
  • Meriwether Wealth & Planning sold 66,920 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.93M.
  • Invesco S&P 500 Low Volatility ETF made up 0.11% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #112 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's Invesco S&P 500 Low Volatility ETF position peaked at $5.11M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.