SFG
SPLV icon

Seamount Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Seamount Financial 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 		$1.41M Sell
18,762
-1,202
-6% -$88.5K 0.57% 41
2026
Q1 		$1.46M Sell
19,964
-701
-3% -$51.9K 0.66% 40
2025
Q4 		$1.48M Sell
20,665
-1,208
-6% -$86.9K 0.67% 38
2025
Q3 		$1.61M Buy
21,873
+260
+1% +$19K 0.76% 36
2025
Q2 		$1.57M Buy
21,613
+2,615
+14% +$189K 0.81% 36
2025
Q1 		$1.42M Sell
18,998
-733
-4% -$52.9K 0.97% 28
2024
Q4 		$1.38M Buy
19,731
+1,556
+9% +$112K 0.95% 27
2024
Q3 		$1.3M Buy
18,175
+341
+2% +$23.4K 0.98% 27
2024
Q2 		$1.16M Buy
17,834
+1,694
+10% +$110K 0.94% 27
2024
Q1 		$1.06M Sell
16,140
-1,705
-10% -$109K 0.93% 27
2023
Q4 		$1.12M Buy
+17,845
New +$1.07M 1.07% 26

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Seamount Financial Group's SPLV Position: Q2 2026 in Review

Seamount Financial Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6% in Q2 2026, selling an estimated $88.5K and leaving 18,762 shares worth $1.41M. The position accounts for 0.57% of the portfolio, ranked #41.

Seamount Financial Group first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2025. 240 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Seamount Financial Group held 18,762 shares of Invesco S&P 500 Low Volatility ETF worth $1.41M as of Q2 2026.
  • Seamount Financial Group sold 1,202 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $88.5K.
  • Invesco S&P 500 Low Volatility ETF made up 0.57% of Seamount Financial Group's portfolio in Q2 2026, its #41 holding.
  • Seamount Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $1.61M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.