Quantum Financial Partners
SPLV icon

Quantum Financial Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Quantum Financial Partners’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
Q3 		$1.36M Buy
19,229
+677
+4% +$50.8K 0.7% 39
2026
Q2 		$1.39M Buy
+18,552
New +$1.37M 0.71% 37

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Brookstone Capital Management
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Genworth Financial
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Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quantum Financial Partners's SPLV Position: Q3 2026 in Review

Quantum Financial Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.6% in Q3 2026, buying an estimated $50.8K and bringing the position to 19,229 shares worth $1.36M. The position accounts for 0.7% of the portfolio, ranked #39.

Quantum Financial Partners first reported a position in SPLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.39M in Q2 2026. 410 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • Quantum Financial Partners held 19,229 shares of Invesco S&P 500 Low Volatility ETF worth $1.36M as of Q3 2026.
  • Quantum Financial Partners bought 677 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $50.8K.
  • Invesco S&P 500 Low Volatility ETF made up 0.7% of Quantum Financial Partners's portfolio in Q3 2026, its #39 holding.
  • Quantum Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $1.39M in Q2 2026.
  • 410 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.