Visionary Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Visionary Wealth 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	$260K	Sell	3,471 -1,137	-25%	-$83.8K	0.01%	586
2026 Q1	$337K	Sell	4,608 -1,264	-22%	-$93.6K	0.01%	501
2025 Q4	$419K	Sell	5,872 -1,252	-18%	-$90K	0.02%	429
2025 Q3	$523K	Sell	7,124 -12,365	-63%	-$904K	0.02%	376
2025 Q2	$1.42M	Sell	19,489 -1,380	-7%	-$99.9K	0.07%	233
2025 Q1	$1.56M	Buy	20,869 +467	+2%	+$33.7K	0.09%	199
2024 Q4	$1.43M	Sell	20,402 -646	-3%	-$46.6K	0.08%	209
2024 Q3	$1.51M	Sell	21,048 -180	-0.8%	-$12.4K	0.09%	206
2024 Q2	$1.38M	Sell	21,228 -29	-0.1%	-$1.88K	0.09%	213
2024 Q1	$1.4M	Buy	21,257 +344	+2%	+$21.9K	0.09%	204
2023 Q4	$1.31M	Buy	20,913 +1,915	+10%	+$115K	0.1%	200
2023 Q3	$1.12M	Buy	18,998 +3,476	+22%	+$215K	0.09%	196
2023 Q2	$975K	Sell	15,522 -38	-0.2%	-$2.38K	0.08%	209
2023 Q1	$971K	Sell	15,560 -2,861	-16%	-$179K	0.08%	196
2022 Q4	$1.18M	Sell	18,421 -129	-0.7%	-$8K	0.11%	162
2022 Q3	$1.07M	Sell	18,550 -2,500	-12%	-$158K	0.11%	161
2022 Q2	$1.3M	Buy	21,050 +1,535	+8%	+$99.3K	0.12%	152
2022 Q1	$1.31M	Buy	19,515 +803	+4%	+$52.3K	0.11%	159
2021 Q4	$1.28M	Buy	18,712 +1,914	+11%	+$123K	0.11%	145
2021 Q3	$1.02M	Buy	16,798 +363	+2%	+$22.9K	0.11%	137
2021 Q2	$1M	Sell	16,435 -3,446	-17%	-$209K	0.1%	144
2021 Q1	$1.16M	Buy	19,881 +660	+3%	+$37.1K	0.12%	135
2020 Q4	$1.08M	Sell	19,221 -11,404	-37%	-$626K	0.12%	128
2020 Q3	$1.64M	Buy	30,625 +4,393	+17%	+$233K	0.23%	92
2020 Q2	$1.3M	Sell	26,232 -24,935	-49%	-$1.23M	0.2%	107
2020 Q1	$2.4M	Sell	51,167 -70,974	-58%	-$3.97M	0.45%	71
2019 Q4	$7.13M	Buy	+122,141	New	+$7.01M	1.28%	25

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

Visionary Wealth Advisors's SPLV Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 25% in Q2 2026, selling an estimated $83.8K and leaving 3,471 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #586.

Visionary Wealth Advisors first reported a position in SPLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.13M in Q4 2019. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Visionary Wealth Advisors held 3,471 shares of Invesco S&P 500 Low Volatility ETF worth $260K as of Q2 2026.
Visionary Wealth Advisors sold 1,137 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $83.8K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #586 holding.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $7.13M in Q4 2019.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.