Next Level Wealth Planning
SPLV icon

Next Level Wealth Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Next Level Wealth Planning’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
Q3 		$12.3K Buy
+174
New +$13.1K 0.01% 318

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Genworth Financial
Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Next Level Wealth Planning's SPLV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 174 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings.

445 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • Next Level Wealth Planning held 174 shares of Invesco S&P 500 Low Volatility ETF worth $12.3K as of Q3 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #318 holding.
  • 445 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.