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

Vise Technologies’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 		$1.51M Sell
20,162
-2,122
-10% -$156K 0.02% 628
2026
Q1 		$1.59M Hold
22,284
– – 0.03% 434
2025
Q4 		$1.59M Buy
22,284
+9,111
+69% +$655K 0.03% 435
2025
Q3 		$968K Sell
13,173
-1,861
-12% -$136K 0.04% 434
2025
Q2 		$1.09M Buy
+15,034
New +$1.09M 0.05% 411

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vise Technologies's SPLV Position: Q2 2026 in Review

Vise Technologies reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.5% in Q2 2026, selling an estimated $156K and leaving 20,162 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #628.

Vise Technologies first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q1 2026. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Vise Technologies held 20,162 shares of Invesco S&P 500 Low Volatility ETF worth $1.51M as of Q2 2026.
  • Vise Technologies sold 2,122 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $156K.
  • Invesco S&P 500 Low Volatility ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #628 holding.
  • Vise Technologies first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
  • Vise Technologies's Invesco S&P 500 Low Volatility ETF position peaked at $1.59M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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