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 Q3	–	Sell	-2,740	Closed	-$205K	–	135
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

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

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 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

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

MFA Wealth Services's SPLV Position: Q3 2026 in Review

MFA Wealth Services sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026, closing a stake of 2,740 shares — an estimated $205K sold.

MFA Wealth Services first reported a position in SPLV in Q4 2024 and held it in 6 quarters. The position peaked at $251K in Q1 2025. 190 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

MFA Wealth Services reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
MFA Wealth Services sold 2,740 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $205K.
MFA Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 6 quarters.
MFA Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $251K in Q1 2025.
190 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.