MFA Wealth Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

MFA Wealth Services’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	$205K	Buy	2,740 +2	+0.1%	+$147	0.12%	130
2026 Q1	$200K	Buy	+2,738	New	+$203K	0.13%	121
2025 Q4	–	Sell	-3,369	Closed	-$248K	–	121
2025 Q3	$248K	Buy	3,369 +5	+0.1%	+$365	0.17%	112
2025 Q2	$245K	Buy	3,364 +5	+0.1%	+$362	0.18%	103
2025 Q1	$251K	Buy	3,359 +3	+0.1%	+$217	0.21%	94
2024 Q4	$235K	Buy	+3,356	New	+$242K	0.19%	98

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

MFA Wealth Services's SPLV Position: Q2 2026 in Review

MFA Wealth Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.07% in Q2 2026, buying an estimated $147 and bringing the position to 2,740 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #130.

MFA Wealth Services first reported a position in SPLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $251K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

MFA Wealth Services held 2,740 shares of Invesco S&P 500 Low Volatility ETF worth $205K as of Q2 2026.
MFA Wealth Services bought 2 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $147.
Invesco S&P 500 Low Volatility ETF made up 0.12% of MFA Wealth Services's portfolio in Q2 2026, its #130 holding.
MFA Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
MFA Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $251K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.