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

Prosperity Capital 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 		$757K Sell
10,110
-4,761
-32% -$351K 0.04% 223
2026
Q1 		$1.09M Sell
14,871
-929
-6% -$68.8K 0.06% 180
2025
Q4 		$1.13M Buy
15,800
+12,767
+421% +$918K 0.07% 160
2025
Q3 		$223K Sell
3,033
-45,010
-94% -$3.29M 0.01% 392
2025
Q2 		$3.5M Buy
48,043
+22,359
+87% +$1.62M 0.23% 79
2025
Q1 		$1.92M Buy
25,684
+22,245
+647% +$1.61M 0.15% 103
2024
Q4 		$241K Buy
3,439
+84
+3% +$6.06K 0.02% 317
2024
Q3 		$241K Sell
3,355
-344
-9% -$23.6K 0.02% 307
2024
Q2 		$240K Sell
3,699
-454
-11% -$29.4K 0.03% 278
2024
Q1 		$274K Sell
4,153
-82,389
-95% -$5.25M 0.03% 276
2023
Q4 		$5.42M Sell
86,542
-16,657
-16% -$1M 0.59% 24
2023
Q3 		$6.07M Sell
103,199
-19,389
-16% -$1.2M 0.8% 22
2023
Q2 		$7.7M Buy
122,588
+12,187
+11% +$763K 1.08% 15
2023
Q1 		$6.89M Buy
110,401
+81,598
+283% +$5.1M 1.06% 16
2022
Q4 		$1.84M Buy
+28,803
New +$1.79M 0.57% 28

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
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
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

Prosperity Capital Advisors's SPLV Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 32% in Q2 2026, selling an estimated $351K and leaving 10,110 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #223.

Prosperity Capital Advisors first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.7M in Q2 2023. 162 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Prosperity Capital Advisors held 10,110 shares of Invesco S&P 500 Low Volatility ETF worth $757K as of Q2 2026.
  • Prosperity Capital Advisors sold 4,761 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $351K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #223 holding.
  • Prosperity Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $7.7M in Q2 2023.
  • 162 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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