Milestone Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Milestone Investment 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	$3.47M	Sell	46,372 -30	-0.1%	-$2.21K	0.75%	36
2026 Q1	$3.39M	Sell	46,402 -216	-0.5%	-$16K	0.82%	35
2025 Q4	$3.33M	Sell	46,618 -9	-0%	-$647	0.81%	36
2025 Q3	$3.43M	Sell	46,627 -139	-0.3%	-$10.2K	0.85%	36
2025 Q2	$3.41M	Sell	46,766 -12	-0%	-$869	0.89%	35
2025 Q1	$3.5M	Sell	46,778 -306	-0.6%	-$22.1K	0.97%	32
2024 Q4	$3.3M	Sell	47,084 -1,121	-2%	-$80.9K	0.9%	32
2024 Q3	$3.46M	Sell	48,205 -155	-0.3%	-$10.6K	0.97%	31
2024 Q2	$3.14M	Sell	48,360 -851	-2%	-$55.1K	0.84%	34
2024 Q1	$3.24M	Sell	49,211 -384	-0.8%	-$24.5K	0.87%	28
2023 Q4	$3.11M	Sell	49,595 -1,553	-3%	-$93.5K	0.9%	28
2023 Q3	$3.01M	Sell	51,148 -1,200	-2%	-$74.2K	0.86%	29
2023 Q2	$3.29M	Sell	52,348 -1,545	-3%	-$96.7K	1.02%	25
2023 Q1	$3.36M	Hold	53,893	–	–	1.04%	26
2022 Q4	$3.44M	Buy	+53,893	New	+$3.34M	1.21%	22

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

Milestone Investment Advisors's SPLV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.06% in Q2 2026, selling an estimated $2.21K and leaving 46,372 shares worth $3.47M. The position accounts for 0.75% of the portfolio, ranked #36.

Milestone Investment Advisors first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.5M in Q1 2025. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Milestone Investment Advisors held 46,372 shares of Invesco S&P 500 Low Volatility ETF worth $3.47M as of Q2 2026.
Milestone Investment Advisors sold 30 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.21K.
Invesco S&P 500 Low Volatility ETF made up 0.75% of Milestone Investment Advisors's portfolio in Q2 2026, its #36 holding.
Milestone Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $3.5M in Q1 2025.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.