Patriot Investment Management Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Patriot Investment Management 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	$956K	Hold	12,766	–	–	0.06%	125
2026 Q1	$934K	Hold	12,766	–	–	0.06%	124
2025 Q4	$912K	Hold	12,766	–	–	0.06%	122
2025 Q3	$938K	Hold	12,766	–	–	0.06%	114
2025 Q2	$930K	Hold	12,766	–	–	0.06%	113
2025 Q1	$954K	Hold	12,766	–	–	0.07%	108
2024 Q4	$894K	Sell	12,766 -476	-4%	-$34.3K	0.07%	115
2024 Q3	$950K	Hold	13,242	–	–	0.07%	113
2024 Q2	$860K	Sell	13,242 -350	-3%	-$22.7K	0.07%	114
2024 Q1	$895K	Hold	13,592	–	–	0.07%	114
2023 Q4	$852K	Hold	13,592	–	–	0.07%	114
2023 Q3	$799K	Hold	13,592	–	–	0.07%	113
2023 Q2	$854K	Sell	13,592 -60	-0.4%	-$3.76K	0.07%	119
2023 Q1	$852K	Buy	13,652 +27	+0.2%	+$1.69K	0.08%	119
2022 Q4	$862K	Buy	13,625 +26	+0.2%	+$1.61K	0.07%	121
2022 Q3	$786K	Buy	13,599 +34	+0.3%	+$2.15K	0.08%	118
2022 Q2	$841K	Buy	13,565 +24	+0.2%	+$1.55K	0.08%	119
2022 Q1	$908K	Buy	13,541 +22	+0.2%	+$1.43K	0.08%	120
2021 Q4	$927K	Buy	13,519 +20	+0.1%	+$1.29K	0.08%	121
2021 Q3	$821K	Buy	13,499 +19	+0.1%	+$1.2K	0.07%	125
2021 Q2	$821K	Buy	13,480 +19	+0.1%	+$1.15K	0.08%	126
2021 Q1	$782K	Buy	+13,461	New	+$757K	0.08%	124
2020 Q4	–	Sell	-13,345	Closed	-$715K	–	202
2020 Q3	$715K	Buy	13,345 +27	+0.2%	+$1.43K	0.09%	120
2020 Q2	$662K	Buy	13,318 +10	+0.1%	+$492	0.08%	122
2020 Q1	$624K	Hold	13,308	–	–	0.09%	113
2019 Q4	$776K	Hold	13,308	–	–	0.1%	118
2019 Q3	$764K	Hold	13,308	–	–	0.11%	116
2019 Q2	$732K	Hold	13,308	–	–	0.1%	117
2019 Q1	$700K	Buy	+13,308	New	+$667K	0.1%	117

Other funds holding SPLV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Patriot Investment Management Group's SPLV Position: Q2 2026 in Review

Patriot Investment Management Group held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 12,766 shares worth $956K. The position accounts for 0.06% of the portfolio, ranked #125.

Patriot Investment Management Group first reported a position in SPLV in Q1 2019 and has held it in 29 quarters since. 264 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Patriot Investment Management Group held 12,766 shares of Invesco S&P 500 Low Volatility ETF worth $956K as of Q2 2026.
Patriot Investment Management Group left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Patriot Investment Management Group's portfolio in Q2 2026, its #125 holding.
Patriot Investment Management Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2019 and has held it in 29 quarters since.
264 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.