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SPLV icon

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

SteelPeak 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 		$6.4M Buy
85,394
+10,719
+14% +$790K 0.17% 111
2026
Q1 		$5.46M Buy
74,675
+4,666
+7% +$346K 0.17% 106
2025
Q4 		$5M Buy
70,009
+26,867
+62% +$1.93M 0.16% 103
2025
Q3 		$3.17M Buy
43,142
+20,160
+88% +$1.47M 0.11% 144
2025
Q2 		$1.67M Sell
22,982
-219
-0.9% -$15.9K 0.06% 212
2025
Q1 		$1.73M Buy
23,201
+597
+3% +$43.1K 0.07% 193
2024
Q4 		$1.58M Sell
22,604
-391
-2% -$28.2K 0.06% 193
2024
Q3 		$1.65M Buy
22,995
+608
+3% +$41.8K 0.07% 187
2024
Q2 		$1.45M Buy
22,387
+527
+2% +$34.1K 0.07% 191
2024
Q1 		$1.44M Buy
21,860
+14,986
+218% +$955K 0.07% 195
2023
Q4 		$431K Sell
6,874
-15,161
-69% -$913K 0.02% 297
2023
Q3 		$1.3M Sell
22,035
-2,157
-9% -$133K 0.08% 166
2023
Q2 		$1.52M Buy
24,192
+1,674
+7% +$105K 0.09% 147
2023
Q1 		$1.41M Sell
22,518
-2,449
-10% -$153K 0.1% 141
2022
Q4 		$1.6M Buy
24,967
+3,010
+14% +$187K 0.12% 138
2022
Q3 		$1.27M Buy
21,957
+5,508
+33% +$348K 0.09% 150
2022
Q2 		$1.02M Sell
16,449
-459
-3% -$29.7K 0.07% 166
2022
Q1 		$1.13M Buy
16,908
+198
+1% +$12.9K 0.06% 173
2021
Q4 		$1.15M Buy
16,710
+285
+2% +$18.3K 0.06% 166
2021
Q3 		$999K Sell
16,425
-89
-0.5% -$5.61K 0.07% 165
2021
Q2 		$1.01M Buy
16,514
+592
+4% +$35.9K 0.07% 182
2021
Q1 		$926K Buy
15,922
+416
+3% +$23.4K 0.07% 168
2020
Q4 		$872K Buy
15,506
+667
+4% +$36.6K 0.08% 170
2020
Q3 		$796K Sell
14,839
-82
-0.5% -$4.35K 0.09% 152
2020
Q2 		$741K Sell
14,921
-11
-0.1% -$541 0.09% 147
2020
Q1 		$701K Sell
14,932
-2,431
-14% -$136K 0.11% 124
2019
Q4 		$1.01M Buy
+17,363
New +$996K 0.14% 128

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SteelPeak Wealth's SPLV Position: Q2 2026 in Review

SteelPeak Wealth increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 14% in Q2 2026, buying an estimated $790K and bringing the position to 85,394 shares worth $6.4M. The position accounts for 0.17% of the portfolio, ranked #111.

SteelPeak Wealth first reported a position in SPLV in Q4 2019 and has held it in 27 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • SteelPeak Wealth held 85,394 shares of Invesco S&P 500 Low Volatility ETF worth $6.4M as of Q2 2026.
  • SteelPeak Wealth bought 10,719 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $790K.
  • Invesco S&P 500 Low Volatility ETF made up 0.17% of SteelPeak Wealth's portfolio in Q2 2026, its #111 holding.
  • SteelPeak Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.