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

OneDigital 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	$897K	Buy	11,973 +5,044	+73%	+$372K	0.01%	790
2026 Q1	$507K	Buy	6,929 +216	+3%	+$16K	0.01%	947
2025 Q4	$479K	Buy	6,713 +6	+0.1%	+$431	﹤0.01%	969
2025 Q3	$493K	Buy	6,707 +11	+0.2%	+$804	0.01%	940
2025 Q2	$488K	Sell	6,696 -642	-9%	-$46.5K	0.01%	907
2025 Q1	$548K	Sell	7,338 -738	-9%	-$53.3K	0.01%	826
2024 Q4	$565K	Sell	8,076 -530	-6%	-$38.2K	0.01%	842
2024 Q3	$617K	Buy	8,606 +2,959	+52%	+$203K	0.01%	854
2024 Q2	$367K	Buy	5,647 +1,223	+28%	+$79.2K	﹤0.01%	1021
2024 Q1	$291K	Buy	4,424 +559	+14%	+$35.6K	﹤0.01%	920
2023 Q4	$242K	Sell	3,865 -321	-8%	-$19.3K	﹤0.01%	988
2023 Q3	$246K	Sell	4,186 -570	-12%	-$35.2K	0.01%	873
2023 Q2	$299K	Buy	4,756 +731	+18%	+$45.8K	0.01%	828
2023 Q1	$251K	Buy	4,025 +4	+0.1%	+$250	0.01%	834
2022 Q4	$257K	Sell	4,021 -584	-13%	-$36.2K	0.01%	713
2022 Q3	$266K	Sell	4,605 -3,965	-46%	-$251K	0.01%	628
2022 Q2	$531K	Buy	8,570 +4	+0%	+$259	0.02%	399
2022 Q1	$575K	Buy	8,566 +616	+8%	+$40.1K	0.02%	403
2021 Q4	$546K	Buy	7,950 +98	+1%	+$6.31K	0.02%	425
2021 Q3	$478K	Sell	7,852 -597	-7%	-$37.6K	0.02%	428
2021 Q2	$515K	Sell	8,449 -3,397	-29%	-$206K	0.02%	403
2021 Q1	$689K	Sell	11,846 -3,041	-20%	-$171K	0.03%	313
2020 Q4	$837K	Sell	14,887 -7,182	-33%	-$394K	0.04%	255
2020 Q3	$1.18M	Sell	22,069 -3,290	-13%	-$175K	0.08%	181
2020 Q2	$1.26M	Sell	25,359 -241	-0.9%	-$11.8K	0.09%	181
2020 Q1	$1.2M	Sell	25,600 -1,543	-6%	-$86.4K	0.11%	174
2019 Q4	$1.58M	Buy	27,143 +1,435	+6%	+$82.3K	0.12%	149
2019 Q3	$1.49M	Buy	25,708 +517	+2%	+$29.2K	0.13%	136
2019 Q2	$1.39M	Buy	25,191 +2,243	+10%	+$121K	0.11%	111
2019 Q1	$1.21M	Buy	22,948 +6,850	+43%	+$343K	0.18%	99
2018 Q4	$751K	Buy	16,098 +15,115	+1,538%	+$733K	0.13%	123
2018 Q3	$49K	Buy	983 +5	+0.5%	+$246	0.01%	420
2018 Q2	$46K	Sell	978 -2,411	-71%	-$113K	0.01%	529
2018 Q1	$159K	Buy	3,389 +16	+0.5%	+$757	0.03%	257
2017 Q4	$161K	Buy	3,373 +18	+0.5%	+$849	0.02%	254
2017 Q3	$154K	Buy	3,355 +18	+0.5%	+$816	0.06%	163
2017 Q2	$149K	Buy	+3,337	New	+$148K	0.04%	242

Other funds holding SPLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OneDigital Investment Advisors's SPLV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 73% in Q2 2026, buying an estimated $372K and bringing the position to 11,973 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #790.

OneDigital Investment Advisors first reported a position in SPLV in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.58M in Q4 2019. 513 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

OneDigital Investment Advisors held 11,973 shares of Invesco S&P 500 Low Volatility ETF worth $897K as of Q2 2026.
OneDigital Investment Advisors bought 5,044 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $372K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #790 holding.
OneDigital Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2017 and has held it in 37 quarters since.
OneDigital Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.58M in Q4 2019.
513 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.