North Point Portfolio Managers’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

North Point Portfolio Managers’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	$70.5K	Buy	+1,000	New	+$75.1K	0.01%	114

Other funds holding SPLV

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return

VIP

Value Investment Professionals New York $115M AUM 13% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

North Point Portfolio Managers's SPLV Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 1,000 shares worth $70.5K. The stake represents 0.01% of the portfolio and ranks #114 among its holdings.

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

North Point Portfolio Managers held 1,000 shares of Invesco S&P 500 Low Volatility ETF worth $70.5K as of Q3 2026.
Invesco S&P 500 Low Volatility ETF was a new North Point Portfolio Managers position in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #114 holding.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.