ViaWealth’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

ViaWealth’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	$750K	Sell	10,007 -64	-0.6%	-$4.71K	0.38%	81
2026 Q1	$737K	Buy	10,071 +3	+0%	+$222	0.41%	74
2025 Q4	$719K	Sell	10,068 -468	-4%	-$33.7K	0.4%	76
2025 Q3	$774K	Buy	10,536 +479	+5%	+$35K	0.42%	73
2025 Q2	$732K	Sell	10,057 -1,227	-11%	-$88.8K	0.43%	70
2025 Q1	$843K	Sell	11,284 -523	-4%	-$37.8K	0.52%	57
2024 Q4	$827K	Buy	11,807 +5	+0%	+$361	0.5%	61
2024 Q3	$847K	Buy	11,802 +7	+0.1%	+$481	0.49%	67
2024 Q2	$766K	Sell	11,795 -316	-3%	-$20.5K	0.48%	68
2024 Q1	$798K	Sell	12,111 -377	-3%	-$24K	0.5%	65
2023 Q4	$782K	Sell	12,488 -515	-4%	-$31K	0.54%	65
2023 Q3	$764K	Buy	13,003 +8	+0.1%	+$494	0.56%	54
2023 Q2	$816K	Buy	12,995 +9	+0.1%	+$564	0.61%	49
2023 Q1	$810K	Buy	12,986 +8	+0.1%	+$500	0.64%	47
2022 Q4	$837K	Buy	+12,978	New	+$805K	0.69%	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

ViaWealth's SPLV Position: Q2 2026 in Review

ViaWealth reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.64% in Q2 2026, selling an estimated $4.71K and leaving 10,007 shares worth $750K. The position accounts for 0.38% of the portfolio, ranked #81.

ViaWealth first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $847K in Q3 2024. 759 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

ViaWealth held 10,007 shares of Invesco S&P 500 Low Volatility ETF worth $750K as of Q2 2026.
ViaWealth sold 64 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $4.71K.
Invesco S&P 500 Low Volatility ETF made up 0.38% of ViaWealth's portfolio in Q2 2026, its #81 holding.
ViaWealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Invesco S&P 500 Low Volatility ETF position peaked at $847K in Q3 2024.
759 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.