Signature Estate & Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Signature Estate & Investment 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	$298K	Sell	3,981 -7,286	-65%	-$537K	0.01%	549
2026 Q1	$824K	Sell	11,267 -1,151	-9%	-$85.3K	0.02%	302
2025 Q4	$887K	Buy	12,418 +637	+5%	+$45.8K	0.02%	276
2025 Q3	$866K	Sell	11,781 -1,475	-11%	-$108K	0.02%	275
2025 Q2	$965K	Sell	13,256 -214	-2%	-$15.5K	0.02%	242
2025 Q1	$1.01M	Buy	13,470 +3,169	+31%	+$229K	0.03%	217
2024 Q4	$721K	Buy	10,301 +135	+1%	+$9.74K	0.02%	273
2024 Q3	$729K	Sell	10,166 -307	-3%	-$21.1K	0.02%	248
2024 Q2	$680K	Buy	+10,473	New	+$678K	0.02%	254
2017 Q2	–	Sell	-10,666	Closed	-$464K	–	181
2017 Q1	$464K	Buy	10,666 +7,904	+286%	+$337K	0.06%	101
2016 Q4	$115K	Buy	+2,762	New	+$113K	0.02%	145
2016 Q3	–	Sell	-2,383	Closed	-$102K	–	169
2016 Q2	$102K	Buy	+2,383	New	+$96.8K	0.02%	161

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

Signature Estate & Investment Advisors's SPLV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 65% in Q2 2026, selling an estimated $537K and leaving 3,981 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #549.

Signature Estate & Investment Advisors first reported a position in SPLV in Q2 2016 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Signature Estate & Investment Advisors held 3,981 shares of Invesco S&P 500 Low Volatility ETF worth $298K as of Q2 2026.
Signature Estate & Investment Advisors sold 7,286 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $537K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #549 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2016 and has held it in 12 quarters since.
Signature Estate & Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $1.01M in Q1 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.