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

Simplicity Wealth’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	$1.79M	Buy	+23,893	New	+$1.76M	0.06%	301
2025 Q2	–	Sell	-3,482	Closed	-$260K	–	657
2025 Q1	$260K	Buy	+3,482	New	+$251K	0.02%	454
2024 Q4	–	Sell	-3,600	Closed	-$258K	–	486
2024 Q3	$258K	Sell	3,600 -3,213	-47%	-$221K	0.02%	415
2024 Q2	$443K	Buy	6,813 +3,652	+116%	+$236K	0.01%	803
2024 Q1	$208K	Buy	+3,161	New	+$202K	0.01%	1054

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

Simplicity Wealth's SPLV Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 23,893 shares worth $1.79M. The stake represents 0.06% of the portfolio and ranks #301 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SPLV as recently as Q1 2025.

Simplicity Wealth first reported a position in SPLV in Q1 2024 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Simplicity Wealth held 23,893 shares of Invesco S&P 500 Low Volatility ETF worth $1.79M as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Simplicity Wealth position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #301 holding.
Simplicity Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 5 quarters since.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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