Stewardship Advisors
SPLV icon

Stewardship Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stewardship Advisors’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 		$7.47M Sell
105,946
-2,083
-2% -$156K 1.56% 14
2026
Q2 		$8.09M Buy
+108,029
New +$7.96M 1.68% 14

Other funds holding SPLV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stewardship Advisors's SPLV Position: Q3 2026 in Review

Stewardship Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.9% in Q3 2026, selling an estimated $156K and leaving 105,946 shares worth $7.47M. The position accounts for 1.56% of the portfolio, ranked #14.

Stewardship Advisors first reported a position in SPLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.09M in Q2 2026. 635 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • Stewardship Advisors held 105,946 shares of Invesco S&P 500 Low Volatility ETF worth $7.47M as of Q3 2026.
  • Stewardship Advisors sold 2,083 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $156K.
  • Invesco S&P 500 Low Volatility ETF made up 1.56% of Stewardship Advisors's portfolio in Q3 2026, its #14 holding.
  • Stewardship Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2026 and has held it in 2 quarters since.
  • Stewardship Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $8.09M in Q2 2026.
  • 635 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.