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Modern Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Modern Wealth Management’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 		$568K Buy
+7,579
New +$558K 0.01% 678
2025
Q2 		– Sell
-2,735
Closed -$204K – 808
2025
Q1 		$204K Buy
+2,735
New +$198K 0.01% 640

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Modern Wealth Management's SPLV Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 7,579 shares worth $568K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in SPLV as recently as Q1 2025.

Modern Wealth Management first reported a position in SPLV in Q1 2025 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Modern Wealth Management held 7,579 shares of Invesco S&P 500 Low Volatility ETF worth $568K as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Modern Wealth Management position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #678 holding.
  • Modern Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.