TSG Advice Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

TSG Advice Partners’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 Q1	$5.08M	Buy	+69,436	New	+$5.14M	0.76%	25

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

Two Sigma Investments New York $138B AUM 41.87% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TSG Advice Partners's SPLV Position: Q1 2026 in Review

TSG Advice Partners opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026: 69,436 shares worth $5.08M. The stake represents 0.76% of the portfolio and ranks #25 among its holdings.

758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

TSG Advice Partners held 69,436 shares of Invesco S&P 500 Low Volatility ETF worth $5.08M as of Q1 2026.
Invesco S&P 500 Low Volatility ETF was a new TSG Advice Partners position in Q1 2026.
Invesco S&P 500 Low Volatility ETF made up 0.76% of TSG Advice Partners's portfolio in Q1 2026, its #25 holding.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.