SC&H Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

SC&H Financial 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	$982K	Buy	13,106 +26	+0.2%	+$1.92K	0.13%	73
2026 Q1	$957K	Sell	13,080 -668	-5%	-$49.5K	0.14%	68
2025 Q4	$982K	Sell	13,748 -1,795	-12%	-$129K	0.15%	67
2025 Q3	$1.14M	Buy	15,543 +29	+0.2%	+$2.12K	0.19%	60
2025 Q2	$1.13M	Sell	15,514 -85	-0.5%	-$6.15K	0.19%	59
2025 Q1	$1.17M	Sell	15,599 -3,077	-16%	-$222K	0.23%	56
2024 Q4	$1.31M	Buy	18,676 +27	+0.1%	+$1.95K	0.27%	50
2024 Q3	$1.34M	Buy	18,649 +29	+0.2%	+$1.99K	0.29%	50
2024 Q2	$1.21M	Sell	18,620 -1,557	-8%	-$101K	0.3%	50
2024 Q1	$1.33M	Sell	20,177 -1,070	-5%	-$68.2K	0.35%	47
2023 Q4	$1.33M	Sell	21,247 -988	-4%	-$59.5K	0.38%	43
2023 Q3	$1.31M	Sell	22,235 -465	-2%	-$28.7K	0.43%	36
2023 Q2	$1.43M	Buy	22,700 +38	+0.2%	+$2.38K	0.47%	35
2023 Q1	$1.41M	Sell	22,662 -3,580	-14%	-$224K	0.52%	36
2022 Q4	$1.68M	Sell	26,242 -737	-3%	-$45.7K	0.69%	31
2022 Q3	$1.56M	Sell	26,979 -710	-3%	-$44.9K	0.78%	28
2022 Q2	$1.72M	Buy	27,689 +1,570	+6%	+$102K	0.8%	24
2022 Q1	$1.75M	Buy	26,119 +9,529	+57%	+$620K	0.83%	27
2021 Q4	$1.14M	Buy	+16,590	New	+$1.07M	0.63%	37

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

SC&H Financial Advisors's SPLV Position: Q2 2026 in Review

SC&H Financial Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.2% in Q2 2026, buying an estimated $1.92K and bringing the position to 13,106 shares worth $982K. The position accounts for 0.13% of the portfolio, ranked #73.

SC&H Financial Advisors first reported a position in SPLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q1 2022. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

SC&H Financial Advisors held 13,106 shares of Invesco S&P 500 Low Volatility ETF worth $982K as of Q2 2026.
SC&H Financial Advisors bought 26 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.92K.
Invesco S&P 500 Low Volatility ETF made up 0.13% of SC&H Financial Advisors's portfolio in Q2 2026, its #73 holding.
SC&H Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.75M in Q1 2022.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.