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

Vigilare 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	$8.57M	Buy	114,391 +79,219	+225%	+$5.84M	2.63%	9
2026 Q1	$2.57M	Buy	35,172 +29,846	+560%	+$2.21M	0.87%	23
2025 Q4	$380K	Sell	5,326 -2,165	-29%	-$156K	0.13%	82
2025 Q3	$550K	Sell	7,491 -41,612	-85%	-$3.04M	0.19%	66
2025 Q2	$3.58M	Sell	49,103 -149,415	-75%	-$10.8M	1.34%	19
2025 Q1	$14.8M	Sell	198,518 -26,357	-12%	-$1.9M	5.92%	3
2024 Q4	$15.7M	Buy	224,875 +5,107	+2%	+$368K	6.39%	2
2024 Q3	$15.8M	Buy	219,768 +53,449	+32%	+$3.67M	6.37%	3
2024 Q2	$10.8M	Buy	166,319 +89,860	+118%	+$5.82M	4.77%	4
2024 Q1	$5.04M	Sell	76,459 -20,505	-21%	-$1.31M	2.48%	7
2023 Q4	$6.08M	Buy	96,964 +79,107	+443%	+$4.76M	3.13%	7
2023 Q3	$1.05M	Buy	17,857 +3,426	+24%	+$212K	0.67%	24
2023 Q2	$906K	Buy	14,431 +2,907	+25%	+$182K	0.52%	28
2023 Q1	$719K	Buy	+11,524	New	+$720K	0.41%	33
2020 Q1	–	Sell	-4,308	Closed	-$259K	–	148
2019 Q4	$259K	Buy	+4,308	New	+$247K	0.17%	118

Other funds holding SPLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Vigilare Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 225% in Q2 2026, buying an estimated $5.84M and bringing the position to 114,391 shares worth $8.57M. The position accounts for 2.63% of the portfolio, ranked #9.

Vigilare Wealth Management first reported a position in SPLV in Q4 2019 and has held it in 15 quarters since. The position peaked at $15.8M in Q3 2024. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Vigilare Wealth Management held 114,391 shares of Invesco S&P 500 Low Volatility ETF worth $8.57M as of Q2 2026.
Vigilare Wealth Management bought 79,219 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $5.84M.
Invesco S&P 500 Low Volatility ETF made up 2.63% of Vigilare Wealth Management's portfolio in Q2 2026, its #9 holding.
Vigilare Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 15 quarters since.
Vigilare Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $15.8M in Q3 2024.
127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.