Opulen Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Opulen Financial 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	$244K	Buy	3,264 +18	+0.6%	+$1.33K	0.15%	101
2026 Q1	$237K	Buy	3,246 +17	+0.5%	+$1.26K	0.17%	96
2025 Q4	$231K	Buy	3,229 +18	+0.6%	+$1.29K	0.17%	96
2025 Q3	$236K	Buy	3,211 +17	+0.5%	+$1.24K	0.18%	93
2025 Q2	$233K	Buy	3,194 +1	+0%	+$72	0.19%	87
2025 Q1	$239K	Buy	3,193 +1	+0%	+$72	0.22%	81
2024 Q4	$223K	Buy	+3,192	New	+$230K	0.2%	81

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Opulen Financial Group's SPLV Position: Q2 2026 in Review

Opulen Financial Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.55% in Q2 2026, buying an estimated $1.33K and bringing the position to 3,264 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #101.

Opulen Financial Group first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Opulen Financial Group held 3,264 shares of Invesco S&P 500 Low Volatility ETF worth $244K as of Q2 2026.
Opulen Financial Group bought 18 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.33K.
Invesco S&P 500 Low Volatility ETF made up 0.15% of Opulen Financial Group's portfolio in Q2 2026, its #101 holding.
Opulen Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.