Pinnacle Wealth Planning Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Pinnacle Wealth Planning Services’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	$312K	Buy	4,419 +2,358	+114%	+$177K	0.03%	347
2026 Q2	$154K	Hold	2,061	–	–	0.01%	647
2026 Q1	$151K	Sell	2,061 -312	-13%	-$23.1K	0.02%	585
2025 Q4	$169K	Buy	+2,373	New	+$171K	0.02%	529
2021 Q1	–	Sell	-760	Closed	-$43K	–	1706
2020 Q4	$43K	Sell	760 -6,485	-90%	-$356K	0.01%	860
2020 Q3	$389K	Hold	7,245	–	–	0.13%	122
2020 Q2	$360K	Sell	7,245 -170	-2%	-$8.36K	0.12%	141
2020 Q1	$347K	Buy	7,415 +750	+11%	+$42K	0.16%	125
2019 Q4	$388K	Buy	+6,665	New	+$382K	0.18%	119

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Pinnacle Wealth Planning Services's SPLV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 114% in Q3 2026, buying an estimated $177K and bringing the position to 4,419 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #347.

Pinnacle Wealth Planning Services first reported a position in SPLV in Q4 2019 and has held it in 9 quarters since. The position peaked at $389K in Q3 2020. 511 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Pinnacle Wealth Planning Services held 4,419 shares of Invesco S&P 500 Low Volatility ETF worth $312K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2,358 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $177K.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #347 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Invesco S&P 500 Low Volatility ETF position peaked at $389K in Q3 2020.
511 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.