Olistico Wealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Olistico Wealth’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	$482K	Hold	6,835	–	–	0.2%	70
2026 Q2	$512K	Hold	6,835	–	–	0.22%	69
2026 Q1	$500K	Hold	6,835	–	–	0.25%	65
2025 Q4	$488K	Hold	6,835	–	–	0.24%	61
2025 Q3	$502K	Hold	6,835	–	–	0.27%	59
2025 Q2	$498K	Hold	6,835	–	–	0.28%	58
2025 Q1	$511K	Hold	6,835	–	–	0.32%	59
2024 Q4	$478K	Hold	6,835	–	–	0.28%	64
2024 Q3	$490K	Sell	6,835 -1,022	-13%	-$70.2K	0.3%	64
2024 Q2	$510K	Hold	7,857	–	–	0.33%	61
2024 Q1	$518K	Sell	7,857 -1,346	-15%	-$85.8K	0.37%	59
2023 Q4	$577K	Buy	9,203 +3	+0%	+$181	0.45%	49
2023 Q3	$541K	Buy	9,200 +9	+0.1%	+$556	0.48%	53
2023 Q2	$577K	Sell	9,191 -322	-3%	-$20.2K	0.49%	53
2023 Q1	$594K	Buy	9,513 +8	+0.1%	+$500	0.57%	47
2022 Q4	$607K	Buy	+9,505	New	+$590K	0.66%	44

Other funds holding SPLV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

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

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Olistico Wealth's SPLV Position: Q3 2026 in Review

Olistico Wealth held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 6,835 shares worth $482K. The position accounts for 0.2% of the portfolio, ranked #70.

Olistico Wealth first reported a position in SPLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $607K in Q4 2022. 219 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Olistico Wealth held 6,835 shares of Invesco S&P 500 Low Volatility ETF worth $482K as of Q3 2026.
Olistico Wealth left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.2% of Olistico Wealth's portfolio in Q3 2026, its #70 holding.
Olistico Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $607K in Q4 2022.
219 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.