Midwest Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Midwest Financial Group’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	$1.43M	Buy	19,046 +666	+4%	+$49.1K	0.5%	50
2026 Q1	$1.34M	Buy	18,380 +135	+0.7%	+$10K	0.57%	43
2025 Q4	$1.3M	Buy	18,245 +1	+0%	+$72	0.58%	45
2025 Q3	$1.34M	Hold	18,244	–	–	0.64%	40
2025 Q2	$1.33M	Sell	18,244 -284	-2%	-$20.6K	0.7%	40
2025 Q1	$1.38M	Buy	18,528 +475	+3%	+$34.3K	0.8%	34
2024 Q4	$1.26M	Sell	18,053 -110	-0.6%	-$7.94K	0.73%	37
2024 Q3	$1.3M	Sell	18,163 -162	-0.9%	-$11.1K	0.77%	34
2024 Q2	$1.19M	Sell	18,325 -214	-1%	-$13.9K	0.76%	36
2024 Q1	$1.22M	Buy	18,539 +181	+1%	+$11.5K	0.82%	33
2023 Q4	$1.15M	Buy	18,358 +211	+1%	+$12.7K	0.86%	31
2023 Q3	$1.07M	Buy	18,147 +1,678	+10%	+$104K	0.9%	30
2023 Q2	$1.03M	Buy	16,469 +278	+2%	+$17.4K	0.88%	26
2023 Q1	$1.01M	Buy	+16,191	New	+$1.01M	0.93%	26

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

Midwest Financial Group's SPLV Position: Q2 2026 in Review

Midwest Financial Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.6% in Q2 2026, buying an estimated $49.1K and bringing the position to 19,046 shares worth $1.43M. The position accounts for 0.5% of the portfolio, ranked #50.

Midwest Financial Group first reported a position in SPLV in Q1 2023 and has held it in 14 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Midwest Financial Group held 19,046 shares of Invesco S&P 500 Low Volatility ETF worth $1.43M as of Q2 2026.
Midwest Financial Group bought 666 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $49.1K.
Invesco S&P 500 Low Volatility ETF made up 0.5% of Midwest Financial Group's portfolio in Q2 2026, its #50 holding.
Midwest Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.