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

Sequoia 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	$7.59M	Sell	101,327 -264	-0.3%	-$19.4K	0.04%	267
2026 Q1	$7.43M	Sell	101,591 -1,520	-1%	-$113K	0.04%	252
2025 Q4	$7.36M	Sell	103,111 -5,486	-5%	-$394K	0.04%	252
2025 Q3	$7.98M	Sell	108,597 -6,320	-5%	-$462K	0.05%	228
2025 Q2	$8.37M	Sell	114,917 -56,826	-33%	-$4.11M	0.06%	207
2025 Q1	$12.8M	Sell	171,743 -48,495	-22%	-$3.5M	0.1%	168
2024 Q4	$15.4M	Buy	+220,238	New	+$15.9M	0.15%	138
2024 Q3	–	Sell	-4,288	Closed	-$279K	–	1363
2024 Q2	$279K	Buy	+4,288	New	+$278K	﹤0.01%	920
2024 Q1	–	Sell	-7,042	Closed	-$441K	–	1274
2023 Q4	$441K	Buy	7,042 +2,145	+44%	+$129K	0.01%	777
2023 Q3	$288K	Sell	4,897 -514	-9%	-$31.8K	0.01%	708
2023 Q2	$340K	Hold	5,411	–	–	0.01%	654
2023 Q1	$338K	Sell	5,411 -258	-5%	-$16.1K	0.01%	587
2022 Q4	$362K	Buy	5,669 +516	+10%	+$32K	0.01%	529
2022 Q3	$298K	Sell	5,153 -1,348	-21%	-$85.3K	0.01%	388
2022 Q2	$403K	Buy	6,501 +131	+2%	+$8.47K	0.01%	373
2022 Q1	$427K	Buy	6,370 +1,521	+31%	+$99K	0.01%	395
2021 Q4	$333K	Buy	+4,849	New	+$312K	0.01%	417
2021 Q3	–	Sell	-4,923	Closed	-$300K	–	421
2021 Q2	$300K	Buy	4,923 +1	+0%	+$61	0.01%	380
2021 Q1	$286K	Sell	4,922 -4,633	-48%	-$261K	0.01%	347
2020 Q4	$537K	Buy	+9,555	New	+$525K	0.02%	239
2020 Q3	–	Sell	-6,087	Closed	-$302K	–	400
2020 Q2	$302K	Buy	6,087 +299	+5%	+$14.7K	0.02%	288
2020 Q1	$272K	Buy	5,788 +1,323	+30%	+$74.1K	0.02%	279
2019 Q4	$260K	Buy	+4,465	New	+$256K	0.02%	317
2019 Q3	–	Sell	-4,201	Closed	-$231K	–	388
2019 Q2	$231K	Sell	4,201 -24	-0.6%	-$1.29K	0.02%	325
2019 Q1	$222K	Buy	+4,225	New	+$212K	0.02%	327
2015 Q2	–	Sell	-24,883	Closed	-$944K	–	200
2015 Q1	$944K	Buy	24,883 +11,565	+87%	+$441K	0.43%	56
2014 Q4	$506K	Buy	13,318 +2,304	+21%	+$84.4K	0.35%	71
2014 Q3	$385K	Buy	+11,014	New	+$386K	0.27%	92

Other funds holding SPLV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

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

DWMS

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Sequoia Financial Advisors's SPLV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.26% in Q2 2026, selling an estimated $19.4K and leaving 101,327 shares worth $7.59M. The position accounts for 0.04% of the portfolio, ranked #267.

Sequoia Financial Advisors first reported a position in SPLV in Q3 2014 and has held it in 28 quarters since. The position peaked at $15.4M in Q4 2024. 158 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Sequoia Financial Advisors held 101,327 shares of Invesco S&P 500 Low Volatility ETF worth $7.59M as of Q2 2026.
Sequoia Financial Advisors sold 264 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $19.4K.
Invesco S&P 500 Low Volatility ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #267 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2014 and has held it in 28 quarters since.
Sequoia Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $15.4M in Q4 2024.
158 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.