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

Stratos Wealth 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 Q2	$219K	Buy	+2,928	New	+$216K	0.01%	589
2024 Q2	–	Sell	-3,337	Closed	-$220K	–	756
2024 Q1	$220K	Sell	3,337 -4,585	-58%	-$292K	0.01%	610
2023 Q4	$496K	Sell	7,922 -22,649	-74%	-$1.36M	0.03%	465
2023 Q3	$1.8M	Buy	30,571 +73	+0.2%	+$4.51K	0.12%	213
2023 Q2	$1.92M	Sell	30,498 -56	-0.2%	-$3.51K	0.14%	205
2023 Q1	$1.91M	Buy	+30,554	New	+$1.91M	0.15%	194
2022 Q2	–	Sell	-34,412	Closed	-$2.31M	–	552
2022 Q1	$2.31M	Sell	34,412 -11,355	-25%	-$739K	0.19%	145
2021 Q4	$3.14M	Buy	+45,767	New	+$2.95M	0.23%	131

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

Stratos Wealth Advisors's SPLV Position: Q2 2026 in Review

Stratos Wealth Advisors opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 2,928 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in SPLV as recently as Q1 2024.

Stratos Wealth Advisors first reported a position in SPLV in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.14M in Q4 2021. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Stratos Wealth Advisors held 2,928 shares of Invesco S&P 500 Low Volatility ETF worth $219K as of Q2 2026.
Invesco S&P 500 Low Volatility ETF was a new Stratos Wealth Advisors position in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #589 holding.
Stratos Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2021 and has held it in 8 quarters since.
Stratos Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $3.14M in Q4 2021.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.