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

Procyon 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 		$200K Buy
+2,671
New +$197K 0.01% 561
2020
Q3 		– Sell
-100
Closed -$5K – 924
2020
Q2 		$5K Hold
100
– – ﹤0.01% 801
2020
Q1 		$5K Sell
100
-100
-50% -$5.6K ﹤0.01% 737
2019
Q4 		$12K Buy
+200
New +$11.5K 0.01% 612

Other funds holding SPLV

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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors's SPLV Position: Q2 2026 in Review

Procyon Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 2,671 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Procyon Advisors previously reported a position in SPLV as recently as Q2 2020.

Procyon Advisors first reported a position in SPLV in Q4 2019 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Procyon Advisors held 2,671 shares of Invesco S&P 500 Low Volatility ETF worth $200K as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Procyon Advisors position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #561 holding.
  • Procyon Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.