Physician Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Physician Wealth 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	$76.4K	Hold	1,020	–	–	0.01%	358
2026 Q1	$74.6K	Hold	1,020	–	–	0.01%	324
2025 Q4	$72.8K	Sell	1,020 -980	-49%	-$70.5K	0.01%	318
2025 Q3	$147K	Hold	2,000	–	–	0.02%	230
2025 Q2	$146K	Buy	+2,000	New	+$145K	0.02%	228

Other funds holding SPLV

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

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Physician Wealth Advisors's SPLV Position: Q2 2026 in Review

Physician Wealth Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 1,020 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #358.

Physician Wealth Advisors first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $147K in Q3 2025. 165 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Physician Wealth Advisors held 1,020 shares of Invesco S&P 500 Low Volatility ETF worth $76.4K as of Q2 2026.
Physician Wealth Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #358 holding.
Physician Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $147K in Q3 2025.
165 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.