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Prime Capital Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Prime Capital Investment 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 		– Sell
-2,961
Closed -$217K – 1133
2026
Q1 		$217K Buy
+2,961
New +$219K ﹤0.01% 954
2025
Q4 		– Sell
-2,741
Closed -$201K – 1095
2025
Q3 		$201K Sell
2,741
-141
-5% -$10.3K ﹤0.01% 946
2025
Q2 		$210K Sell
2,882
-1,391
-33% -$101K ﹤0.01% 885
2025
Q1 		$319K Buy
4,273
+1,105
+35% +$79.8K ﹤0.01% 817
2024
Q4 		$222K Buy
+3,168
New +$229K ﹤0.01% 822
2024
Q2 		– Sell
-3,521
Closed -$232K – 1026
2024
Q1 		$232K Sell
3,521
-1,832
-34% -$117K ﹤0.01% 876
2023
Q4 		$335K Sell
5,353
-869
-14% -$52.3K 0.01% 704
2023
Q3 		$366K Sell
6,222
-198
-3% -$12.2K 0.01% 531
2023
Q2 		$403K Buy
+6,420
New +$402K 0.01% 523
2023
Q1 		– Sell
-6,298
Closed -$402K – 645
2022
Q4 		$402K Buy
+6,298
New +$391K 0.02% 367
2021
Q2 		– Sell
-556
Closed -$32K – 524
2021
Q1 		$32K Buy
556
+2
+0.4% +$112 ﹤0.01% 370
2020
Q4 		$31K Buy
554
+3
+0.5% +$165 ﹤0.01% 360
2020
Q3 		$30K Buy
551
+3
+0.5% +$159 ﹤0.01% 356
2020
Q2 		$27K Buy
548
+4
+0.7% +$197 ﹤0.01% 369
2020
Q1 		$26K Sell
544
-618
-53% -$34.6K ﹤0.01% 337
2019
Q4 		$68K Buy
1,162
+46
+4% +$2.64K 0.01% 281
2019
Q3 		$65K Buy
+1,116
New +$62.9K 0.01% 284

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Prime Capital Investment Advisors's SPLV Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 2,961 shares — an estimated $217K sold.

Prime Capital Investment Advisors first reported a position in SPLV in Q3 2019 and held it in 17 quarters. The position peaked at $403K in Q2 2023. 599 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Prime Capital Investment Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,961 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $217K.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2019 and held it in 17 quarters.
  • Prime Capital Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $403K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.