Petra Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Petra Financial 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	$6.71M	Buy	89,546 +6,405	+8%	+$472K	3.11%	6
2026 Q1	$6.08M	Buy	83,141 +3,231	+4%	+$239K	3.76%	6
2025 Q4	$5.71M	Sell	79,910 -3,360	-4%	-$242K	3.35%	6
2025 Q3	$6.12M	Buy	83,270 +3,042	+4%	+$222K	3.56%	5
2025 Q2	$5.84M	Sell	80,228 -57,280	-42%	-$4.15M	3.71%	5
2025 Q1	$10.3M	Buy	137,508 +70,679	+106%	+$5.1M	8.42%	1
2024 Q4	$4.68M	Buy	66,829 +3,618	+6%	+$261K	3.18%	7
2024 Q3	$4.53M	Buy	63,211 +11,757	+23%	+$807K	2.99%	8
2024 Q2	$3.34M	Buy	51,454 +3,454	+7%	+$224K	2.4%	9
2024 Q1	$3.16M	Buy	48,000 +1,856	+4%	+$118K	2.32%	10
2023 Q4	$2.89M	Buy	46,144 +9,635	+26%	+$580K	2.41%	9
2023 Q3	$2.15M	Sell	36,509 -35,864	-50%	-$2.22M	1.79%	12
2023 Q2	$4.55M	Buy	+72,373	New	+$4.53M	4.06%	2
2023 Q1	–	Sell	-68,543	Closed	-$4.37M	–	96
2022 Q4	$4.37M	Buy	+68,543	New	+$4.25M	4.81%	2

Other funds holding SPLV

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

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

Petra Financial Advisors's SPLV Position: Q2 2026 in Review

Petra Financial Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 7.7% in Q2 2026, buying an estimated $472K and bringing the position to 89,546 shares worth $6.71M. The position accounts for 3.11% of the portfolio, ranked #6.

Petra Financial Advisors first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2025. 339 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Petra Financial Advisors held 89,546 shares of Invesco S&P 500 Low Volatility ETF worth $6.71M as of Q2 2026.
Petra Financial Advisors bought 6,405 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $472K.
Invesco S&P 500 Low Volatility ETF made up 3.11% of Petra Financial Advisors's portfolio in Q2 2026, its #6 holding.
Petra Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $10.3M in Q1 2025.
339 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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