ORG Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

ORG Wealth Partners’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	$19K	Buy	270 +22	+9%	+$1.65K	﹤0.01%	581
2026 Q2	$18.6K	Hold	248	–	–	﹤0.01%	453
2026 Q1	$18.1K	Buy	+248	New	+$18.4K	﹤0.01%	422
2025 Q4	–	Sell	-887	Closed	-$65.2K	–	646
2025 Q3	$65.2K	Sell	887 -6,181	-87%	-$452K	0.01%	309
2025 Q2	$518K	Buy	7,068 +1,171	+20%	+$84.8K	0.12%	113
2025 Q1	$441K	Buy	+5,897	New	+$426K	0.14%	124
2024 Q4	–	Hold	0	–	–	–	495
2024 Q3	–	Hold	0	–	–	–	465

Other funds holding SPLV

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

ORG Wealth Partners's SPLV Position: Q3 2026 in Review

ORG Wealth Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 8.9% in Q3 2026, buying an estimated $1.65K and bringing the position to 270 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

ORG Wealth Partners first reported a position in SPLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $518K in Q2 2025. 552 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

ORG Wealth Partners held 270 shares of Invesco S&P 500 Low Volatility ETF worth $19K as of Q3 2026.
ORG Wealth Partners bought 22 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $1.65K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #581 holding.
ORG Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $518K in Q2 2025.
552 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.