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

MONECO 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	$683K	Sell	9,116 -2,985	-25%	-$220K	0.04%	319
2026 Q1	$885K	Sell	12,101 -175	-1%	-$13K	0.07%	228
2025 Q4	$877K	Sell	12,276 -46	-0.4%	-$3.31K	0.07%	228
2025 Q3	$905K	Sell	12,322 -268	-2%	-$19.6K	0.08%	217
2025 Q2	$917K	Sell	12,590 -214	-2%	-$15.5K	0.09%	204
2025 Q1	$957K	Buy	12,804 +163	+1%	+$11.8K	0.1%	184
2024 Q4	$885K	Buy	12,641 +125	+1%	+$9.02K	0.09%	193
2024 Q3	$898K	Sell	12,516 -804	-6%	-$55.2K	0.11%	169
2024 Q2	$865K	Sell	13,320 -954	-7%	-$61.8K	0.13%	161
2024 Q1	$940K	Buy	14,274 +1,695	+13%	+$108K	0.15%	156
2023 Q4	$788K	Buy	+12,579	New	+$757K	0.15%	161
2023 Q1	–	Sell	-3,334	Closed	-$213K	–	328
2022 Q4	$213K	Buy	+3,334	New	+$207K	0.08%	245

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

MONECO Advisors's SPLV Position: Q2 2026 in Review

MONECO Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 25% in Q2 2026, selling an estimated $220K and leaving 9,116 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #319.

MONECO Advisors first reported a position in SPLV in Q4 2022 and has held it in 12 quarters since. The position peaked at $957K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

MONECO Advisors held 9,116 shares of Invesco S&P 500 Low Volatility ETF worth $683K as of Q2 2026.
MONECO Advisors sold 2,985 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $220K.
Invesco S&P 500 Low Volatility ETF made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #319 holding.
MONECO Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 12 quarters since.
MONECO Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $957K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.