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

StackStone 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 Q3	$231K	Buy	+3,272	New	+$246K	0.02%	312

Other funds holding SPLV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

StackStone Wealth's SPLV Position: Q3 2026 in Review

StackStone Wealth opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 3,272 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings.

296 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

StackStone Wealth held 3,272 shares of Invesco S&P 500 Low Volatility ETF worth $231K as of Q3 2026.
Invesco S&P 500 Low Volatility ETF was a new StackStone Wealth position in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up 0.02% of StackStone Wealth's portfolio in Q3 2026, its #312 holding.
296 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.