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 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

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

ORG Wealth Partners's SPLV Position: Q2 2026 in Review

ORG Wealth Partners held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 248 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

ORG Wealth Partners first reported a position in SPLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $518K in Q2 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

ORG Wealth Partners held 248 shares of Invesco S&P 500 Low Volatility ETF worth $18.6K as of Q2 2026.
ORG Wealth Partners left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #453 holding.
ORG Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
ORG Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $518K in Q2 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.