Perryman Financial Advisory’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Perryman Financial Advisory’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	$1.87M	Sell	24,999 -4,340	-15%	-$320K	0.25%	73
2026 Q1	$2.15M	Sell	29,339 -2,641	-8%	-$196K	0.32%	62
2025 Q4	$2.28M	Buy	+31,980	New	+$2.3M	0.34%	62

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

Perryman Financial Advisory's SPLV Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 15% in Q2 2026, selling an estimated $320K and leaving 24,999 shares worth $1.87M. The position accounts for 0.25% of the portfolio, ranked #73.

Perryman Financial Advisory first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q4 2025. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Perryman Financial Advisory held 24,999 shares of Invesco S&P 500 Low Volatility ETF worth $1.87M as of Q2 2026.
Perryman Financial Advisory sold 4,340 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $320K.
Invesco S&P 500 Low Volatility ETF made up 0.25% of Perryman Financial Advisory's portfolio in Q2 2026, its #73 holding.
Perryman Financial Advisory first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's Invesco S&P 500 Low Volatility ETF position peaked at $2.28M in Q4 2025.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.