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 Q3	–	Sell	-3,000	Closed	-$225K	–	873
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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Meriwether Wealth & Planning's SPLV Position: Q3 2026 in Review

Meriwether Wealth & Planning sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026, closing a stake of 3,000 shares — an estimated $225K sold.

Meriwether Wealth & Planning first reported a position in SPLV in Q2 2025 and held it in 5 quarters. The position peaked at $5.11M in Q1 2026. 163 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Meriwether Wealth & Planning reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
Meriwether Wealth & Planning sold 3,000 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $225K.
Meriwether Wealth & Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and held it in 5 quarters.
Meriwether Wealth & Planning's Invesco S&P 500 Low Volatility ETF position peaked at $5.11M in Q1 2026.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.