Virtus Wealth Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Virtus Wealth Solutions’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	$1.08M	Buy	14,353 +71	+0.5%	+$5.23K	0.15%	32
2026 Q1	$1.04M	Sell	14,282 -23	-0.2%	-$1.7K	0.2%	38
2025 Q4	$1.02M	Buy	14,305 +79	+0.6%	+$5.68K	0.19%	34
2025 Q3	$1.05M	Buy	14,226 +75	+0.5%	+$5.48K	0.2%	31
2025 Q2	$1.03M	Sell	14,151 -2,665	-16%	-$193K	0.21%	32
2025 Q1	$1.26M	Buy	16,816 +71	+0.4%	+$5.13K	0.38%	22
2024 Q4	$1.17M	Buy	+16,745	New	+$1.21M	0.28%	29

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

Virtus Wealth Solutions's SPLV Position: Q2 2026 in Review

Virtus Wealth Solutions increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.5% in Q2 2026, buying an estimated $5.23K and bringing the position to 14,353 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #32.

Virtus Wealth Solutions first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Virtus Wealth Solutions held 14,353 shares of Invesco S&P 500 Low Volatility ETF worth $1.08M as of Q2 2026.
Virtus Wealth Solutions bought 71 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $5.23K.
Invesco S&P 500 Low Volatility ETF made up 0.15% of Virtus Wealth Solutions's portfolio in Q2 2026, its #32 holding.
Virtus Wealth Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Virtus Wealth Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $1.26M in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.