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

Spire 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	$159K	Sell	2,124 -38	-2%	-$2.8K	﹤0.01%	851
2026 Q1	$158K	Sell	2,162 -189	-8%	-$14K	0.01%	850
2025 Q4	$168K	Sell	2,351 -20	-0.8%	-$1.44K	0.01%	843
2025 Q3	$174K	Sell	2,371 -6,879	-74%	-$503K	0.01%	819
2025 Q2	$324K	Buy	9,250 +3,750	+68%	+$271K	0.01%	621
2025 Q1	$411K	Buy	5,500 +7	+0.1%	+$506	0.01%	629
2024 Q4	$385K	Buy	5,493 +7	+0.1%	+$505	0.01%	641
2024 Q3	$394K	Sell	5,486 -14	-0.3%	-$961	0.01%	573
2024 Q2	$357K	Sell	5,500 -12,734	-70%	-$825K	0.01%	564
2024 Q1	$1.2M	Sell	18,234 -240	-1%	-$15.3K	0.02%	343
2023 Q4	$1.16M	Sell	18,474 -153	-0.8%	-$9.21K	0.04%	332
2023 Q3	$1.1M	Sell	18,627 -1,439	-7%	-$88.9K	0.04%	315
2023 Q2	$1.26M	Buy	20,066 +39	+0.2%	+$2.44K	0.05%	303
2023 Q1	$1.25M	Buy	20,027 +11,700	+141%	+$731K	0.05%	308
2022 Q4	$532K	Sell	8,327 -105	-1%	-$6.51K	0.03%	354
2022 Q3	$488K	Sell	8,432 -48,328	-85%	-$3.06M	0.03%	336
2022 Q2	$3.52M	Buy	56,760 +17,856	+46%	+$1.15M	0.15%	145
2022 Q1	$2.61M	Buy	38,904 +2,065	+6%	+$134K	0.07%	231
2021 Q4	$2.53M	Buy	36,839 +1,791	+5%	+$115K	0.06%	272
2021 Q3	$2.13M	Buy	35,048 +763	+2%	+$48.1K	0.06%	271
2021 Q2	$2.09M	Sell	34,285 -1,481	-4%	-$89.8K	0.06%	282
2021 Q1	$2.08M	Buy	+35,766	New	+$2.01M	0.06%	269

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

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

Spire Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.8% in Q2 2026, selling an estimated $2.8K and leaving 2,124 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Spire Wealth Management first reported a position in SPLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.52M in Q2 2022. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Spire Wealth Management held 2,124 shares of Invesco S&P 500 Low Volatility ETF worth $159K as of Q2 2026.
Spire Wealth Management sold 38 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.8K.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #851 holding.
Spire Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $3.52M in Q2 2022.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.