Phillip James Consulting’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Phillip James Consulting’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	$749K	Buy	+10,001	New	+$737K	0.5%	32

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

Phillip James Consulting's SPLV Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 10,001 shares worth $749K. The stake represents 0.5% of the portfolio and ranks #32 among its holdings.

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

Phillip James Consulting held 10,001 shares of Invesco S&P 500 Low Volatility ETF worth $749K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Phillip James Consulting position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.5% of Phillip James Consulting's portfolio in Q2 2026, its #32 holding.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.