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

Smith Salley 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	$270K	Hold	3,604	–	–	0.01%	244
2026 Q1	$264K	Sell	3,604 -6,799	-65%	-$504K	0.01%	232
2025 Q4	$743K	Sell	10,403 -30	-0.3%	-$2.16K	0.04%	168
2025 Q3	$767K	Buy	10,433 +59	+0.6%	+$4.31K	0.04%	163
2025 Q2	$755K	Buy	10,374 +12	+0.1%	+$869	0.04%	158
2025 Q1	$774K	Sell	10,362 -8,019	-44%	-$579K	0.05%	151
2024 Q4	$1.29M	Sell	18,381 -548	-3%	-$39.5K	0.08%	130
2024 Q3	$1.36M	Sell	18,929 -434	-2%	-$29.8K	0.09%	125
2024 Q2	$1.26M	Buy	19,363 +4,136	+27%	+$268K	0.09%	122
2024 Q1	$1M	Buy	+15,227	New	+$971K	0.08%	130
2022 Q2	–	Sell	-27,541	Closed	-$1.85M	–	241
2022 Q1	$1.85M	Buy	+27,541	New	+$1.79M	0.14%	110

Other funds holding SPLV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Smith Salley Wealth Management's SPLV Position: Q2 2026 in Review

Smith Salley Wealth Management held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 3,604 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #244.

Smith Salley Wealth Management first reported a position in SPLV in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2022. 264 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Smith Salley Wealth Management held 3,604 shares of Invesco S&P 500 Low Volatility ETF worth $270K as of Q2 2026.
Smith Salley Wealth Management left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #244 holding.
Smith Salley Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and has held it in 11 quarters since.
Smith Salley Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.85M in Q1 2022.
264 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.