Pacific Excel Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pacific Excel Wealth Advisors’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	$243K	Buy	+3,249	New	+$239K	0.09%	185

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

Pacific Excel Wealth Advisors's SPLV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 3,249 shares worth $243K. The stake represents 0.09% of the portfolio and ranks #185 among its holdings.

756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Pacific Excel Wealth Advisors held 3,249 shares of Invesco S&P 500 Low Volatility ETF worth $243K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #185 holding.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.