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

Silverlake 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	$1.78M	Sell	23,791 -1,333	-5%	-$98.2K	0.34%	93
2026 Q1	$1.84M	Sell	25,124 -1,399	-5%	-$104K	0.38%	81
2025 Q4	$1.89M	Buy	26,523 +169	+0.6%	+$12.2K	0.42%	72
2025 Q3	$1.94M	Sell	26,354 -568	-2%	-$41.5K	0.47%	63
2025 Q2	$1.96M	Sell	26,922 -546	-2%	-$39.5K	0.57%	51
2025 Q1	$2.05M	Sell	27,468 -323	-1%	-$23.3K	0.78%	32
2024 Q4	$1.95M	Buy	27,791 +244	+0.9%	+$17.6K	0.75%	38
2024 Q3	$1.98M	Buy	27,547 +1,696	+7%	+$116K	0.75%	35
2024 Q2	$1.68M	Buy	+25,851	New	+$1.67M	0.69%	36

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

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

Silverlake Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5.3% in Q2 2026, selling an estimated $98.2K and leaving 23,791 shares worth $1.78M. The position accounts for 0.34% of the portfolio, ranked #93.

Silverlake Wealth Management first reported a position in SPLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.05M in Q1 2025. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Silverlake Wealth Management held 23,791 shares of Invesco S&P 500 Low Volatility ETF worth $1.78M as of Q2 2026.
Silverlake Wealth Management sold 1,333 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $98.2K.
Invesco S&P 500 Low Volatility ETF made up 0.34% of Silverlake Wealth Management's portfolio in Q2 2026, its #93 holding.
Silverlake Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.05M in Q1 2025.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.