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

Mills 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 		– Sell
-3,435
Closed -$251K – 86
2026
Q1 		$251K Buy
+3,435
New +$254K 0.09% 67

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Mills Wealth Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 3,435 shares — an estimated $251K sold.

Mills Wealth Advisors first reported a position in SPLV in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 235 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Mills Wealth Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 3,435 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $251K.
  • Mills Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Mills Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $251K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.