Ulland Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Ulland Investment 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	$32K	Hold	425	–	–	0.02%	143
2026 Q1	$31K	Hold	425	–	–	0.03%	139
2025 Q4	$30K	Hold	425	–	–	0.02%	135
2025 Q3	$31K	Buy	425 +225	+113%	+$16.4K	0.02%	134
2025 Q2	$15K	Hold	200	–	–	0.01%	165
2025 Q1	$15K	Sell	200 -700	-78%	-$50.6K	0.01%	163
2024 Q4	$63K	Buy	900 +200	+29%	+$14.4K	0.04%	103
2024 Q3	$50K	Buy	+700	New	+$48.1K	0.04%	108

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

Ulland Investment Advisors's SPLV Position: Q2 2026 in Review

Ulland Investment Advisors held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 425 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #143.

Ulland Investment Advisors first reported a position in SPLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $63K in Q4 2024. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Ulland Investment Advisors held 425 shares of Invesco S&P 500 Low Volatility ETF worth $32K as of Q2 2026.
Ulland Investment Advisors left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.02% of Ulland Investment Advisors's portfolio in Q2 2026, its #143 holding.
Ulland Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
Ulland Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $63K in Q4 2024.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.