Sax Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sax Wealth 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	$954K	Buy	+13,039	New	+$961K	0.04%	238

Other funds holding SPLV

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Sax Wealth Advisors's SPLV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 13,039 shares worth $954K. The stake represents 0.04% of the portfolio and ranks #238 among its holdings.

168 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Sax Wealth Advisors held 13,039 shares of Invesco S&P 500 Low Volatility ETF worth $954K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Sax Wealth Advisors position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #238 holding.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.