Safeguard Investment Advisory Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Safeguard Investment Advisory 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	$217K	Sell	2,891 -803	-22%	-$59.2K	0.05%	162
2026 Q1	$270K	Buy	3,694 +855	+30%	+$63.3K	0.07%	108
2025 Q4	$203K	Sell	2,839 -5	-0.2%	-$360	0.05%	139
2025 Q3	$209K	Buy	2,844 +14	+0.5%	+$1.02K	0.05%	143
2025 Q2	$206K	Buy	2,830 +35	+1%	+$2.53K	0.05%	133
2025 Q1	$209K	Buy	+2,795	New	+$202K	0.06%	131
2021 Q1	–	Sell	-2,571	Closed	-$144K	–	620
2020 Q4	$144K	Buy	+2,571	New	+$141K	0.13%	95

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

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

Safeguard Investment Advisory Group's SPLV Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 22% in Q2 2026, selling an estimated $59.2K and leaving 2,891 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #162.

Safeguard Investment Advisory Group first reported a position in SPLV in Q4 2020 and has held it in 7 quarters since. The position peaked at $270K in Q1 2026. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Safeguard Investment Advisory Group held 2,891 shares of Invesco S&P 500 Low Volatility ETF worth $217K as of Q2 2026.
Safeguard Investment Advisory Group sold 803 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $59.2K.
Invesco S&P 500 Low Volatility ETF made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #162 holding.
Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and has held it in 7 quarters since.
Safeguard Investment Advisory Group's Invesco S&P 500 Low Volatility ETF position peaked at $270K in Q1 2026.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.