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

Moneta Group 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	$599K	Sell	8,001 -290	-3%	-$21.4K	﹤0.01%	502
2026 Q1	$606K	Buy	8,291 +498	+6%	+$36.9K	﹤0.01%	457
2025 Q4	$557K	Buy	7,793 +317	+4%	+$22.8K	﹤0.01%	469
2025 Q3	$549K	Buy	7,476 +1,806	+32%	+$132K	﹤0.01%	468
2025 Q2	$413K	Hold	5,670	–	–	﹤0.01%	481
2025 Q1	$424K	Sell	5,670 -249	-4%	-$18K	0.01%	452
2024 Q4	$414K	Buy	5,919 +465	+9%	+$33.5K	0.01%	455
2024 Q3	$391K	Sell	5,454 -142	-3%	-$9.75K	0.01%	465
2024 Q2	$363K	Sell	5,596 -432	-7%	-$28K	0.01%	445
2024 Q1	$397K	Buy	6,028 +2,299	+62%	+$147K	0.01%	421
2023 Q4	$234K	Hold	3,729	–	–	﹤0.01%	500
2023 Q3	$219K	Hold	3,729	–	–	0.01%	476
2023 Q2	$234K	Buy	+3,729	New	+$233K	0.01%	473

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

Moneta Group Investment Advisors's SPLV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.5% in Q2 2026, selling an estimated $21.4K and leaving 8,001 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Moneta Group Investment Advisors first reported a position in SPLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $606K in Q1 2026. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Moneta Group Investment Advisors held 8,001 shares of Invesco S&P 500 Low Volatility ETF worth $599K as of Q2 2026.
Moneta Group Investment Advisors sold 290 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $21.4K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #502 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
Moneta Group Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $606K in Q1 2026.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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