Optivise Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Optivise Advisory Services’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	$741K	Hold	10,510	–	–	0.36%	74
2026 Q2	$787K	Buy	10,510 +748	+8%	+$55.1K	0.4%	69
2026 Q1	$714K	Sell	9,762 -4,184	-30%	-$310K	0.43%	65
2025 Q4	$996K	Buy	13,946 +4,186	+43%	+$301K	0.57%	47
2025 Q3	$717K	Sell	9,760 -216	-2%	-$15.8K	0.43%	59
2025 Q2	$726K	Buy	9,976 +220	+2%	+$15.9K	0.37%	68
2025 Q1	$729K	Buy	9,756 +2	+0%	+$144	0.41%	64
2024 Q4	$683K	Sell	9,754 -27,410	-74%	-$1.98M	0.37%	71
2024 Q3	$2.67M	Buy	37,164 +27,284	+276%	+$1.87M	1.4%	10
2024 Q2	$642K	Buy	+9,880	New	+$640K	0.35%	66

Other funds holding SPLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

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

Optivise Advisory Services's SPLV Position: Q3 2026 in Review

Optivise Advisory Services held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q3 2026 at 10,510 shares worth $741K. The position accounts for 0.36% of the portfolio, ranked #74.

Optivise Advisory Services first reported a position in SPLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.67M in Q3 2024. 445 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Optivise Advisory Services held 10,510 shares of Invesco S&P 500 Low Volatility ETF worth $741K as of Q3 2026.
Optivise Advisory Services left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.36% of Optivise Advisory Services's portfolio in Q3 2026, its #74 holding.
Optivise Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $2.67M in Q3 2024.
445 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.