PCFFS
SPLV icon

Pacific Center for Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pacific Center for Financial 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 		$3.8M Sell
50,777
-64
-0.1% -$4.71K 0.85% 15
2026
Q1 		$3.72M Sell
50,841
-6,434
-11% -$477K 0.94% 15
2025
Q4 		$4.21M Hold
57,275
– – 1.07% 15
2025
Q3 		$4.21M Sell
57,275
-201
-0.3% -$14.7K 1.07% 15
2025
Q2 		$4.19M Buy
57,476
+70
+0.1% +$5.07K 1.14% 15
2025
Q1 		$4.29M Sell
57,406
-9,559
-14% -$690K 1.14% 14
2024
Q4 		$4.69M Sell
66,965
-390
-0.6% -$28.1K 1.21% 14
2024
Q3 		$4.83M Sell
67,355
-308
-0.5% -$21.2K 1.27% 14
2024
Q2 		$4.39M Sell
67,663
-852
-1% -$55.2K 1.23% 14
2024
Q1 		$4.51M Buy
68,515
+314
+0.5% +$20K 1.29% 14
2023
Q4 		$4.27M Sell
68,201
-1,668
-2% -$100K 1.35% 14
2023
Q3 		$4.11M Buy
69,869
+111
+0.2% +$6.86K 1.4% 15
2023
Q2 		$4.38M Buy
69,758
+99
+0.1% +$6.2K 1.44% 16
2023
Q1 		$4.35M Buy
+69,659
New +$4.35M 1.5% 16
2022
Q3 		$3.53M Buy
61,081
+122
+0.2% +$7.72K 1.38% 16
2022
Q2 		$3.78M Buy
60,959
+1,065
+2% +$68.9K 1.56% 15
2022
Q1 		$4.02M Sell
59,894
-5,153
-8% -$335K 1.44% 15
2021
Q4 		$4.46M Buy
65,047
+3,677
+6% +$237K 1.8% 11
2021
Q3 		$3.73M Buy
61,370
+6,158
+11% +$388K 1.63% 11
2021
Q2 		$3.36M Sell
55,212
-140
-0.3% -$8.49K 1.47% 11
2021
Q1 		$3.22M Buy
55,352
+850
+2% +$47.8K 1.54% 11
2020
Q4 		$3.06M Sell
54,502
-2,548
-4% -$140K 1.13% 12
2020
Q3 		$3.06M Sell
57,050
-2,003
-3% -$106K 1.27% 12
2020
Q2 		$2.93M Buy
59,053
+173
+0.3% +$8.5K 1.45% 12
2020
Q1 		$2.76M Buy
58,880
+5,413
+10% +$303K 1.75% 10
2019
Q4 		$3.12M Buy
53,467
+908
+2% +$52.1K 1.37% 14
2019
Q3 		$3.04M Buy
52,559
+306
+0.6% +$17.3K 1.49% 14
2019
Q2 		$2.88M Sell
52,253
-720
-1% -$38.7K 1.47% 15
2019
Q1 		$2.79M Buy
52,973
+425
+0.8% +$21.3K 1.5% 15
2018
Q4 		$2.45M Sell
52,548
-3,036
-5% -$147K 1.32% 16
2018
Q3 		$2.75M Sell
55,584
-27,070
-33% -$1.33M 1.34% 16
2018
Q2 		$3.92M Buy
82,654
+250
+0.3% +$11.7K 2.3% 14
2018
Q1 		$3.87M Sell
82,404
-732
-0.9% -$34.6K 2.36% 13
2017
Q4 		$3.97M Buy
83,136
+1,195
+1% +$56.3K 2.43% 13
2017
Q3 		$3.75M Buy
81,941
+537
+0.7% +$24.3K 2.4% 13
2017
Q2 		$3.64M Buy
81,404
+3,646
+5% +$162K 2.44% 13
2017
Q1 		$3.38M Sell
77,758
-7,719
-9% -$329K 2.37% 14
2016
Q4 		$3.55M Buy
+85,477
New +$3.48M 2.7% 11

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pacific Center for Financial Services's SPLV Position: Q2 2026 in Review

Pacific Center for Financial Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.13% in Q2 2026, selling an estimated $4.71K and leaving 50,777 shares worth $3.8M. The position accounts for 0.85% of the portfolio, ranked #15.

Pacific Center for Financial Services first reported a position in SPLV in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.83M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Pacific Center for Financial Services held 50,777 shares of Invesco S&P 500 Low Volatility ETF worth $3.8M as of Q2 2026.
  • Pacific Center for Financial Services sold 64 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.71K.
  • Invesco S&P 500 Low Volatility ETF made up 0.85% of Pacific Center for Financial Services's portfolio in Q2 2026, its #15 holding.
  • Pacific Center for Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2016 and has held it in 38 quarters since.
  • Pacific Center for Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $4.83M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.