Prosperity Consulting Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Prosperity Consulting Group’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	$2.43M	Sell	32,419 -62	-0.2%	-$4.57K	0.09%	153
2026 Q1	$2.38M	Sell	32,481 -1,059	-3%	-$78.5K	0.11%	140
2025 Q4	$2.4M	Sell	33,540 -636	-2%	-$45.7K	0.11%	140
2025 Q3	$2.51M	Buy	34,176 +2	+0%	+$146	0.12%	133
2025 Q2	$2.49M	Sell	34,174 -102	-0.3%	-$7.38K	0.18%	124
2025 Q1	$2.56M	Buy	34,276 +405	+1%	+$29.3K	0.2%	115
2024 Q4	$2.37M	Buy	33,871 +4,509	+15%	+$325K	0.18%	128
2024 Q3	$2.11M	Buy	+29,362	New	+$2.02M	0.16%	145

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Prosperity Consulting Group's SPLV Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.19% in Q2 2026, selling an estimated $4.57K and leaving 32,419 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #153.

Prosperity Consulting Group first reported a position in SPLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.56M in Q1 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Prosperity Consulting Group held 32,419 shares of Invesco S&P 500 Low Volatility ETF worth $2.43M as of Q2 2026.
Prosperity Consulting Group sold 62 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.57K.
Invesco S&P 500 Low Volatility ETF made up 0.09% of Prosperity Consulting Group's portfolio in Q2 2026, its #153 holding.
Prosperity Consulting Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's Invesco S&P 500 Low Volatility ETF position peaked at $2.56M in Q1 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.