Patten Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Patten 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 Q3	$225K	Buy	+3,186	New	+$239K	0.03%	302

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Patten Group's SPLV Position: Q3 2026 in Review

Patten Group opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 3,186 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #302 among its holdings.

494 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Patten Group held 3,186 shares of Invesco S&P 500 Low Volatility ETF worth $225K as of Q3 2026.
Invesco S&P 500 Low Volatility ETF was a new Patten Group position in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Patten Group's portfolio in Q3 2026, its #302 holding.
494 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.