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

Runnymede 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	$640K	Sell	8,542 -2,050	-19%	-$151K	0.38%	38
2026 Q1	$775K	Buy	+10,592	New	+$785K	0.67%	28
2025 Q4	–	Sell	-11,167	Closed	-$821K	–	115
2025 Q3	$821K	Sell	11,167 -412	-4%	-$30.1K	0.68%	26
2025 Q2	$843K	Sell	11,579 -40,616	-78%	-$2.94M	0.78%	25
2025 Q1	$3.9M	Buy	52,195 +40,617	+351%	+$2.93M	3.74%	8
2024 Q4	$810K	Buy	+11,578	New	+$835K	0.71%	27

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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Runnymede Capital Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 19% in Q2 2026, selling an estimated $151K and leaving 8,542 shares worth $640K. The position accounts for 0.38% of the portfolio, ranked #38.

Runnymede Capital Advisors first reported a position in SPLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.9M in Q1 2025. 177 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Runnymede Capital Advisors held 8,542 shares of Invesco S&P 500 Low Volatility ETF worth $640K as of Q2 2026.
Runnymede Capital Advisors sold 2,050 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $151K.
Invesco S&P 500 Low Volatility ETF made up 0.38% of Runnymede Capital Advisors's portfolio in Q2 2026, its #38 holding.
Runnymede Capital Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
Runnymede Capital Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $3.9M in Q1 2025.
177 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.