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 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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Optivise Advisory Services's SPLV Position: Q2 2026 in Review

Optivise Advisory Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 7.7% in Q2 2026, buying an estimated $55.1K and bringing the position to 10,510 shares worth $787K. The position accounts for 0.4% of the portfolio, ranked #69.

Optivise Advisory Services first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q3 2024. 251 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Optivise Advisory Services held 10,510 shares of Invesco S&P 500 Low Volatility ETF worth $787K as of Q2 2026.
Optivise Advisory Services bought 748 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $55.1K.
Invesco S&P 500 Low Volatility ETF made up 0.4% of Optivise Advisory Services's portfolio in Q2 2026, its #69 holding.
Optivise Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $2.67M in Q3 2024.
251 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.