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Onyx Bridge Wealth Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Onyx Bridge Wealth Group’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 		$1.05M Buy
14,069
+77
+0.6% +$5.67K 0.09% 148
2026
Q1 		$1.02M Sell
13,992
-765
-5% -$56.7K 0.11% 142
2025
Q4 		$1.05M Sell
14,757
-209
-1% -$15K 0.11% 139
2025
Q3 		$1.1M Sell
14,966
-131
-0.9% -$9.57K 0.12% 134
2025
Q2 		$1.1M Buy
15,097
+50
+0.3% +$3.62K 0.15% 112
2025
Q1 		$1.12M Buy
15,047
+64
+0.4% +$4.62K 0.16% 98
2024
Q4 		$1.05M Sell
14,983
-154
-1% -$11.1K 0.15% 96
2024
Q3 		$1.09M Sell
15,137
-415
-3% -$28.5K 0.16% 96
2024
Q2 		$1.01M Sell
15,552
-268
-2% -$17.4K 0.17% 94
2024
Q1 		$1.01M Sell
15,820
-273
-2% -$17.4K 0.18% 94
2023
Q4 		$1.01M Sell
16,093
-212
-1% -$12.8K 0.2% 75
2023
Q3 		$959K Sell
16,305
-15,051
-48% -$930K 0.22% 70
2023
Q2 		$1.97M Buy
+31,356
New +$1.96M 0.47% 45

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 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

Onyx Bridge Wealth Group's SPLV Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.55% in Q2 2026, buying an estimated $5.67K and bringing the position to 14,069 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #148.

Onyx Bridge Wealth Group first reported a position in SPLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.97M in Q2 2023. 280 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Onyx Bridge Wealth Group held 14,069 shares of Invesco S&P 500 Low Volatility ETF worth $1.05M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 77 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $5.67K.
  • Invesco S&P 500 Low Volatility ETF made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #148 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
  • Onyx Bridge Wealth Group's Invesco S&P 500 Low Volatility ETF position peaked at $1.97M in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.