Quest 10 Wealth Builders’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Quest 10 Wealth Builders’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	–	Sell	-335	Closed	-$24.5K	–	820
2026 Q1	$24.5K	Buy	+335	New	+$24.8K	0.02%	311
2025 Q2	–	Sell	-285	Closed	-$21.3K	–	810
2025 Q1	$21.3K	Buy	285 +253	+791%	+$18.3K	0.02%	259
2024 Q4	$2.24K	Buy	+32	New	+$2.31K	﹤0.01%	595

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

Quest 10 Wealth Builders's SPLV Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 335 shares — an estimated $24.5K sold.

Quest 10 Wealth Builders first reported a position in SPLV in Q4 2024 and held it in 3 quarters. The position peaked at $24.5K in Q1 2026. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Quest 10 Wealth Builders reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Quest 10 Wealth Builders sold 335 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $24.5K.
Quest 10 Wealth Builders first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and held it in 3 quarters.
Quest 10 Wealth Builders's Invesco S&P 500 Low Volatility ETF position peaked at $24.5K in Q1 2026.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.