True Link Financial Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

True Link Financial 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	–	Sell	-100	Closed	-$7.31K	–	350
2026 Q1	$7.31K	Buy	+100	New	+$7.41K	﹤0.01%	341
2023 Q4	–	Sell	-31,487	Closed	-$1.85M	–	99
2023 Q3	$1.85M	Hold	31,487	–	–	0.22%	27
2023 Q2	$1.98M	Hold	31,487	–	–	0.24%	25
2023 Q1	$1.96M	Hold	31,487	–	–	0.25%	29
2022 Q4	$2.01M	Hold	31,487	–	–	0.27%	27
2022 Q3	$1.82M	Hold	31,487	–	–	0.26%	30
2022 Q2	$1.95M	Hold	31,487	–	–	0.3%	32
2022 Q1	$2.11M	Hold	31,487	–	–	0.31%	29
2021 Q4	$2.16M	Hold	31,487	–	–	0.29%	39
2021 Q3	$1.92M	Sell	31,487 -3,250	-9%	-$205K	0.26%	44
2021 Q2	$2.12M	Hold	34,737	–	–	0.31%	39
2021 Q1	$2.02M	Hold	34,737	–	–	0.29%	42
2020 Q4	$1.95M	Buy	+34,737	New	+$1.91M	0.31%	43

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

True Link Financial Advisors's SPLV Position: Q2 2026 in Review

True Link Financial Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 100 shares — an estimated $7.31K sold.

True Link Financial Advisors first reported a position in SPLV in Q4 2020 and held it in 13 quarters. The position peaked at $2.16M in Q4 2021. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

True Link Financial Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 100 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $7.31K.
True Link Financial Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.16M in Q4 2021.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.