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

SageView 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	$1.18M	Buy	15,815 +74	+0.5%	+$5.45K	0.04%	227
2026 Q1	$1.15M	Buy	15,741 +6	+0%	+$445	0.04%	216
2025 Q4	$1.12M	Sell	15,735 -2,204	-12%	-$158K	0.04%	240
2025 Q3	$1.32M	Sell	17,939 -429	-2%	-$31.4K	0.05%	232
2025 Q2	$1.34M	Sell	18,368 -981	-5%	-$71K	0.05%	204
2025 Q1	$1.45M	Buy	19,349 +176	+0.9%	+$12.7K	0.06%	170
2024 Q4	$1.34M	Sell	19,173 -494	-3%	-$35.6K	0.06%	182
2024 Q3	$1.41M	Sell	19,667 -213	-1%	-$14.6K	0.07%	149
2024 Q2	$1.29M	Buy	+19,880	New	+$1.29M	0.06%	186
2024 Q1	–	Sell	-23,791	Closed	-$1.51M	–	773
2023 Q4	$1.51M	Sell	23,791 -18,355	-44%	-$1.1M	0.07%	191
2023 Q3	$2.48M	Sell	42,146 -902	-2%	-$55.7K	0.14%	97
2023 Q2	$2.7M	Sell	43,048 -8,660	-17%	-$542K	0.15%	92
2023 Q1	$3.23M	Sell	51,708 -40,566	-44%	-$2.53M	0.21%	78
2022 Q4	$5.9M	Buy	+92,274	New	+$5.72M	0.48%	48

Other funds holding SPLV

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SageView Advisory Group's SPLV Position: Q2 2026 in Review

SageView Advisory Group increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.47% in Q2 2026, buying an estimated $5.45K and bringing the position to 15,815 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #227.

SageView Advisory Group first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.9M in Q4 2022. 513 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

SageView Advisory Group held 15,815 shares of Invesco S&P 500 Low Volatility ETF worth $1.18M as of Q2 2026.
SageView Advisory Group bought 74 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $5.45K.
Invesco S&P 500 Low Volatility ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #227 holding.
SageView Advisory Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Invesco S&P 500 Low Volatility ETF position peaked at $5.9M in Q4 2022.
513 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.