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Sherman Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Sherman Wealth Management’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 		$2.42M Buy
32,329
+250
+0.8% +$18.4K 1.82% 14
2026
Q1 		$2.35M Sell
32,079
-3,712
-10% -$275K 2.02% 13
2025
Q4 		$2.56M Buy
+35,791
New +$2.57M 2.22% 13

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sherman Wealth Management's SPLV Position: Q2 2026 in Review

Sherman Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.78% in Q2 2026, buying an estimated $18.4K and bringing the position to 32,329 shares worth $2.42M. The position accounts for 1.82% of the portfolio, ranked #14.

Sherman Wealth Management first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.56M in Q4 2025. 512 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Sherman Wealth Management held 32,329 shares of Invesco S&P 500 Low Volatility ETF worth $2.42M as of Q2 2026.
  • Sherman Wealth Management bought 250 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $18.4K.
  • Invesco S&P 500 Low Volatility ETF made up 1.82% of Sherman Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Sherman Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.56M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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