PFS
SPLV icon

Prospera Financial Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Prospera Financial 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
Q2 		$14.9M Sell
198,593
-2,686
-1% -$198K 0.22% 99
2026
Q1 		$14.7M Sell
201,279
-26,609
-12% -$1.97M 0.24% 92
2025
Q4 		$16.3M Sell
227,888
-6,673
-3% -$480K 0.27% 77
2025
Q3 		$17.2M Sell
234,561
-24,084
-9% -$1.76M 0.29% 71
2025
Q2 		$18.8M Buy
258,645
+30,864
+14% +$2.23M 0.35% 59
2025
Q1 		$17M Sell
227,781
-2,579
-1% -$186K 0.39% 57
2024
Q4 		$16.1M Sell
230,360
-14,011
-6% -$1.01M 0.38% 59
2024
Q3 		$17.5M Sell
244,371
-22,767
-9% -$1.56M 0.45% 50
2024
Q2 		$17.4M Sell
267,138
-20,350
-7% -$1.32M 0.48% 42
2024
Q1 		$18.9M Sell
287,488
-16,026
-5% -$1.02M 0.56% 29
2023
Q4 		$19M Sell
303,514
-88,669
-23% -$5.34M 0.63% 28
2023
Q3 		$23.1M Buy
392,183
+6,982
+2% +$431K 0.89% 17
2023
Q2 		$24.2M Buy
385,201
+173,317
+82% +$10.9M 0.93% 12
2023
Q1 		$13.2M Sell
211,884
-11,124
-5% -$695K 0.54% 25
2022
Q4 		$14.3M Sell
223,008
-195,167
-47% -$12.1M 0.71% 20
2022
Q3 		$24.2M Buy
418,175
+107,636
+35% +$6.81M 1.26% 8
2022
Q2 		$19.3M Sell
310,539
-180,820
-37% -$11.7M 0.98% 12
2022
Q1 		$33M Sell
491,359
-58,912
-11% -$3.83M 1.38% 9
2021
Q4 		$37.8M Sell
550,271
-21,078
-4% -$1.36M 1.63% 8
2021
Q3 		$34.8M Sell
571,349
-199
-0% -$12.5K 1.73% 6
2021
Q2 		$34.8M Buy
571,548
+18,350
+3% +$1.11M 1.75% 6
2021
Q1 		$32.2M Sell
553,198
-6,957
-1% -$391K 1.91% 6
2020
Q4 		$31.5M Buy
560,155
+549,018
+4,930% +$30.1M 2.17% 6
2020
Q3 		$597K Sell
11,137
-318,189
-97% -$16.9M 0.23% 80
2020
Q2 		$16.4M Sell
329,326
-5,054
-2% -$248K 1.45% 12
2020
Q1 		$15.7M Sell
334,380
-472,050
-59% -$26.4M 1.66% 10
2019
Q4 		$47M Sell
806,430
-91,147
-10% -$5.23M 3.62% 2
2019
Q3 		$52M Sell
897,577
-9,663
-1% -$545K 5.34% 2
2019
Q2 		$50.9M Buy
+907,240
New +$48.8M 5.71% 2
2019
Q1 		– Sell
-470,793
Closed -$21.9M – 428
2018
Q4 		$21.9M Buy
470,793
+9,375
+2% +$455K 4.41% 2
2018
Q3 		$22.7M Sell
461,418
-319,324
-41% -$15.7M 4.23% 3
2018
Q2 		$37.4M Buy
780,742
+39,228
+5% +$1.84M 5.06% 3
2018
Q1 		$34.9M Buy
741,514
+32,053
+5% +$1.52M 4.87% 3
2017
Q4 		$33.8M Sell
709,461
-119
-0% -$5.61K 5.17% 3
2017
Q3 		$32.7M Buy
709,580
+15,405
+2% +$698K 4.98% 3
2017
Q2 		$30.9M Buy
694,175
+13,969
+2% +$619K 4.95% 3
2017
Q1 		$29.6M Sell
680,206
-6,280
-0.9% -$268K 5.33% 3
2016
Q4 		$28.7M Sell
686,486
-49,431
-7% -$2.01M 5.63% 2
2016
Q3 		$30.5M Buy
735,917
+464,524
+171% +$19.6M 6.13% 2
2016
Q2 		$11.6M Buy
271,393
+21,224
+8% +$862K 2.4% 8
2016
Q1 		$10.1M Sell
250,169
-604,819
-71% -$23.1M 2.25% 9
2015
Q4 		$33M Buy
854,988
+73,924
+9% +$2.82M 7.23% 2
2015
Q3 		$28.1M Buy
781,064
+14,091
+2% +$522K 7.1% 2
2015
Q2 		$28.1M Buy
766,973
+261,364
+52% +$9.8M 6.69% 2
2015
Q1 		$19.2M Buy
505,609
+120,063
+31% +$4.57M 4.27% 5
2014
Q4 		$14.6M Buy
385,546
+105,795
+38% +$3.87M 3.65% 7
2014
Q3 		$9.71M Buy
279,751
+24,241
+9% +$849K 2.62% 9
2014
Q2 		$9.09M Buy
255,510
+45,771
+22% +$1.58M 2.46% 10
2014
Q1 		$7.07M Buy
209,739
+53,922
+35% +$1.78M 2.23% 9
2013
Q4 		$5.17M Buy
155,817
+26,899
+21% +$873K 1.74% 12
2013
Q3 		$4.04M Buy
128,918
+42,247
+49% +$1.34M 1.53% 12
2013
Q2 		$2.69M Buy
+86,671
New +$2.73M 1.25% 13

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
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
BI
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Prospera Financial Services's SPLV Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.3% in Q2 2026, selling an estimated $198K and leaving 198,593 shares worth $14.9M. The position accounts for 0.22% of the portfolio, ranked #99.

Prospera Financial Services first reported a position in SPLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $52M in Q3 2019. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Prospera Financial Services held 198,593 shares of Invesco S&P 500 Low Volatility ETF worth $14.9M as of Q2 2026.
  • Prospera Financial Services sold 2,686 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $198K.
  • Invesco S&P 500 Low Volatility ETF made up 0.22% of Prospera Financial Services's portfolio in Q2 2026, its #99 holding.
  • Prospera Financial Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Invesco S&P 500 Low Volatility ETF position peaked at $52M in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.