MI
SPLV icon

Moneywise Inc’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Moneywise Inc’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 		$812K Sell
10,838
-20
-0.2% -$1.47K 0.3% 50
2026
Q1 		$794K Sell
10,858
-332
-3% -$24.6K 0.35% 51
2025
Q4 		$799K Sell
11,190
-1,373
-11% -$98.7K 0.33% 55
2025
Q3 		$923K Sell
12,563
-836
-6% -$61.1K 0.42% 39
2025
Q2 		$976K Sell
13,399
-2,951
-18% -$214K 0.46% 38
2025
Q1 		$1.22M Buy
16,350
+26
+0.2% +$1.88K 0.65% 29
2024
Q4 		$1.14M Sell
16,324
-812
-5% -$58.6K 0.57% 33
2024
Q3 		$1.23M Sell
17,136
-226
-1% -$15.5K 0.6% 36
2024
Q2 		$1.13M Buy
17,362
+6
+0% +$389 0.6% 32
2024
Q1 		$1.14M Sell
17,356
-1,159
-6% -$73.9K 0.62% 30
2023
Q4 		$1.16M Buy
18,515
+71
+0.4% +$4.27K 0.67% 24
2023
Q3 		$1.08M Sell
18,444
-4,371
-19% -$270K 0.68% 24
2023
Q2 		$1.43M Sell
22,815
-5,304
-19% -$332K 0.89% 22
2023
Q1 		$1.75M Buy
28,119
+579
+2% +$36.2K 1.13% 17
2022
Q4 		$1.76M Sell
27,540
-722
-3% -$44.8K 1.32% 16
2022
Q3 		$1.63M Sell
28,262
-643
-2% -$40.7K 1.33% 16
2022
Q2 		$1.79M Sell
28,905
-888
-3% -$57.4K 1.4% 15
2022
Q1 		$2M Sell
29,793
-4,995
-14% -$325K 1.32% 18
2021
Q4 		$2.39M Sell
34,788
-8,131
-19% -$523K 1.53% 15
2021
Q3 		$2.61M Sell
42,919
-4,599
-10% -$290K 1.7% 14
2021
Q2 		$2.89M Sell
47,518
-8,015
-14% -$486K 1.98% 13
2021
Q1 		$3.23M Sell
55,533
-3,572
-6% -$201K 2.18% 13
2020
Q4 		$3.32M Sell
59,105
-42,861
-42% -$2.35M 2.38% 12
2020
Q3 		$5.47M Sell
101,966
-26,640
-21% -$1.41M 4.34% 4
2020
Q2 		$6.39M Sell
128,606
-23,860
-16% -$1.17M 5.12% 4
2020
Q1 		$7.15M Buy
152,466
+5,566
+4% +$312K 6.3% 4
2019
Q4 		$8.51M Buy
+146,900
New +$8.43M 6.4% 5
2019
Q3 		– Sell
-143,158
Closed -$7.88M – 43
2019
Q2 		$7.88M Buy
143,158
+15,340
+12% +$825K 6.01% 5
2019
Q1 		$6M Sell
127,818
-11,542
-8% -$578K 5.14% 8
2018
Q4 		$6.5M Buy
139,360
+4,792
+4% +$232K 6.17% 6
2018
Q3 		$6.66M Buy
134,568
+1,672
+1% +$82.2K 5.64% 6
2018
Q2 		$6.3M Buy
132,896
+1,394
+1% +$65.4K 5.39% 7
2018
Q1 		$6.18M Sell
131,502
-10,861
-8% -$514K 5.13% 8
2017
Q4 		$6.8M Buy
142,363
+5,494
+4% +$259K 5.08% 7
2017
Q3 		$6.27M Buy
136,869
+14,525
+12% +$658K 4.95% 8
2017
Q2 		$5.47M Buy
122,344
+1,073
+0.9% +$47.6K 4.66% 9
2017
Q1 		$5.27M Buy
121,271
+4,218
+4% +$180K 4.78% 10
2016
Q4 		$4.87M Buy
117,053
+6,963
+6% +$284K 4.83% 10
2016
Q3 		$4.57M Buy
+110,090
New +$4.66M 4.83% 10

Other funds holding SPLV

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
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
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Moneywise Inc's SPLV Position: Q2 2026 in Review

Moneywise Inc reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.18% in Q2 2026, selling an estimated $1.47K and leaving 10,838 shares worth $812K. The position accounts for 0.3% of the portfolio, ranked #50.

Moneywise Inc first reported a position in SPLV in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.51M in Q4 2019. 162 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Moneywise Inc held 10,838 shares of Invesco S&P 500 Low Volatility ETF worth $812K as of Q2 2026.
  • Moneywise Inc sold 20 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.47K.
  • Invesco S&P 500 Low Volatility ETF made up 0.3% of Moneywise Inc's portfolio in Q2 2026, its #50 holding.
  • Moneywise Inc first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2016 and has held it in 39 quarters since.
  • Moneywise Inc's Invesco S&P 500 Low Volatility ETF position peaked at $8.51M in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.