Merkkuri Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Merkkuri Wealth Advisors’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	$368K	Sell	4,916 -445	-8%	-$32.8K	0.23%	63
2026 Q1	$392K	Buy	5,361 +29	+0.5%	+$2.15K	0.26%	64
2025 Q4	$381K	Sell	5,332 -2,719	-34%	-$196K	0.26%	63
2025 Q3	$592K	Buy	8,051 +42	+0.5%	+$3.07K	0.43%	47
2025 Q2	$583K	Buy	8,009 +40	+0.5%	+$2.9K	0.44%	47
2025 Q1	$595K	Buy	7,969 +33	+0.4%	+$2.38K	0.51%	46
2024 Q4	$555K	Buy	7,936 +35	+0.4%	+$2.52K	0.44%	52
2024 Q3	$567K	Buy	7,901 +35	+0.4%	+$2.4K	0.45%	55
2024 Q2	$511K	Buy	+7,866	New	+$509K	0.47%	51

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

Merkkuri Wealth Advisors's SPLV Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.3% in Q2 2026, selling an estimated $32.8K and leaving 4,916 shares worth $368K. The position accounts for 0.23% of the portfolio, ranked #63.

Merkkuri Wealth Advisors first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $595K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Merkkuri Wealth Advisors held 4,916 shares of Invesco S&P 500 Low Volatility ETF worth $368K as of Q2 2026.
Merkkuri Wealth Advisors sold 445 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $32.8K.
Invesco S&P 500 Low Volatility ETF made up 0.23% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $595K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.