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

Trueblood Wealth Management’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	$1.12M	Buy	15,013 +57	+0.4%	+$4.2K	0.39%	81
2026 Q1	$1.09M	Sell	14,956 -1,551	-9%	-$115K	0.43%	74
2025 Q4	$1.18M	Buy	16,507 +10	+0.1%	+$719	0.46%	69
2025 Q3	$1.21M	Sell	16,497 -22	-0.1%	-$1.61K	0.47%	72
2025 Q2	$1.2M	Sell	16,519 -243	-1%	-$17.6K	0.5%	64
2025 Q1	$1.25M	Sell	16,762 -2,045	-11%	-$148K	0.58%	53
2024 Q4	$1.32M	Hold	18,807	–	–	0.65%	43
2024 Q3	$1.35M	Buy	18,807 +608	+3%	+$41.8K	0.68%	38
2024 Q2	$1.18M	Sell	18,199 -348	-2%	-$22.5K	0.67%	40
2024 Q1	$1.22M	Sell	18,547 -158	-0.8%	-$10.1K	0.7%	39
2023 Q4	$1.17M	Buy	+18,705	New	+$1.13M	0.74%	37

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

Trueblood Wealth Management's SPLV Position: Q2 2026 in Review

Trueblood Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.38% in Q2 2026, buying an estimated $4.2K and bringing the position to 15,013 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #81.

Trueblood Wealth Management first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q3 2024. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Trueblood Wealth Management held 15,013 shares of Invesco S&P 500 Low Volatility ETF worth $1.12M as of Q2 2026.
Trueblood Wealth Management bought 57 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.2K.
Invesco S&P 500 Low Volatility ETF made up 0.39% of Trueblood Wealth Management's portfolio in Q2 2026, its #81 holding.
Trueblood Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.35M in Q3 2024.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.