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

Tempus Wealth Planning’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	$1.38M	Sell	18,477 -52	-0.3%	-$3.83K	0.27%	101
2026 Q1	$1.36M	Buy	18,529 +256	+1%	+$19K	0.31%	92
2025 Q4	$1.31M	Sell	18,273 -61	-0.3%	-$4.39K	0.3%	91
2025 Q3	$1.35M	Sell	18,334 -571	-3%	-$41.7K	0.31%	89
2025 Q2	$1.38M	Sell	18,905 -146	-0.8%	-$10.6K	0.34%	80
2025 Q1	$1.42M	Sell	19,051 -1,349	-7%	-$97.4K	0.43%	66
2024 Q4	$1.43M	Sell	20,400 -346	-2%	-$25K	0.44%	64
2024 Q3	$1.49M	Sell	20,746 -498	-2%	-$34.2K	0.55%	48
2024 Q2	$1.38M	Sell	21,244 -726	-3%	-$47K	0.58%	45
2024 Q1	$1.45M	Sell	21,970 -1,005	-4%	-$64.1K	0.64%	38
2023 Q4	$1.44M	Sell	22,975 -788	-3%	-$47.4K	0.63%	48
2023 Q3	$1.4M	Hold	23,763	–	–	0.7%	30
2023 Q2	$1.49M	Buy	23,763 +1,305	+6%	+$81.7K	0.67%	44
2023 Q1	$1.4M	Sell	22,458 -291	-1%	-$18.2K	0.69%	32
2022 Q4	$1.45M	Sell	22,749 -90	-0.4%	-$5.58K	0.88%	27
2022 Q3	$1.32M	Hold	22,839	–	–	0.88%	27
2022 Q2	$1.42M	Sell	22,839 -99	-0.4%	-$6.4K	1.16%	20
2022 Q1	$1.54M	Sell	22,938 -2,155	-9%	-$140K	1.09%	23
2021 Q4	$1.72M	Sell	25,093 -444	-2%	-$28.6K	0.93%	30
2021 Q3	$1.55M	Buy	25,537 +799	+3%	+$50.4K	0.88%	29
2021 Q2	$1.51M	Buy	+24,738	New	+$1.5M	1%	24

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

Tempus Wealth Planning's SPLV Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.28% in Q2 2026, selling an estimated $3.83K and leaving 18,477 shares worth $1.38M. The position accounts for 0.27% of the portfolio, ranked #101.

Tempus Wealth Planning first reported a position in SPLV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.72M in Q4 2021. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Tempus Wealth Planning held 18,477 shares of Invesco S&P 500 Low Volatility ETF worth $1.38M as of Q2 2026.
Tempus Wealth Planning sold 52 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.83K.
Invesco S&P 500 Low Volatility ETF made up 0.27% of Tempus Wealth Planning's portfolio in Q2 2026, its #101 holding.
Tempus Wealth Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2021 and has held it in 21 quarters since.
Tempus Wealth Planning's Invesco S&P 500 Low Volatility ETF position peaked at $1.72M in Q4 2021.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.