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

Scarborough 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	$21.5M	Buy	288,651 +288,432	+131,704%	+$21.2M	2.47%	13
2026 Q1	$16K	Buy	219 +1	+0.5%	+$74	﹤0.01%	375
2025 Q4	$15.6K	Buy	218 +1	+0.5%	+$72	﹤0.01%	228
2025 Q3	$15.9K	Buy	217 +1	+0.5%	+$73	﹤0.01%	223
2025 Q2	$15.7K	Buy	+216	New	+$15.6K	﹤0.01%	217
2024 Q3	–	Sell	-241	Closed	-$15.6K	–	394
2024 Q2	$15.6K	Sell	241 -222	-48%	-$14.4K	0.01%	177
2024 Q1	$30.5K	Sell	463 -2	-0.4%	-$128	0.01%	132
2023 Q4	$29.1K	Buy	+465	New	+$28K	0.01%	235

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

Scarborough Advisors's SPLV Position: Q2 2026 in Review

Scarborough Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 131,704% in Q2 2026, buying an estimated $21.2M and bringing the position to 288,651 shares worth $21.5M. The position accounts for 2.47% of the portfolio, ranked #13.

Scarborough Advisors first reported a position in SPLV in Q4 2023 and has held it in 8 quarters since. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Scarborough Advisors held 288,651 shares of Invesco S&P 500 Low Volatility ETF worth $21.5M as of Q2 2026.
Scarborough Advisors bought 288,432 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $21.2M.
Invesco S&P 500 Low Volatility ETF made up 2.47% of Scarborough Advisors's portfolio in Q2 2026, its #13 holding.
Scarborough Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 8 quarters since.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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