Wealth Enhancement Advisory Services
SPLV icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealth Enhancement Advisory Services’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 		$22.5M Buy
296,112
+28,218
+11% +$2.08M 0.04% 407
2026
Q1 		$19.8M Sell
267,894
-127,072
-32% -$9.41M 0.04% 401
2025
Q4 		$28.3M Sell
394,966
-34,035
-8% -$2.45M 0.04% 382
2025
Q3 		$31.3M Buy
429,001
+11,149
+3% +$815K 0.05% 328
2025
Q2 		$30.6M Sell
417,852
-126,832
-23% -$9.18M 0.05% 314
2025
Q1 		$40.7M Buy
544,684
+84,711
+18% +$6.12M 0.08% 243
2024
Q4 		$32.2M Buy
459,973
+94,775
+26% +$6.84M 0.06% 283
2024
Q3 		$26.2M Sell
365,198
-6,732
-2% -$462K 0.06% 305
2024
Q2 		$24.2M Buy
371,930
+2,102
+0.6% +$136K 0.06% 295
2024
Q1 		$24.4M Sell
369,828
-865,530
-70% -$55.2M 0.06% 280
2023
Q4 		$77.4M Sell
1,235,358
-2,841
-0.2% -$171K 0.22% 99
2023
Q3 		$72.8M Buy
1,238,199
+305,156
+33% +$18.9M 0.24% 88
2023
Q2 		$58.6M Buy
933,043
+5,591
+0.6% +$350K 0.63% 27
2023
Q1 		$57.9M Buy
927,452
+54,382
+6% +$3.4M 0.67% 29
2022
Q4 		$55.1M Sell
873,070
-34,046
-4% -$2.11M 0.71% 28
2022
Q3 		$51.9M Buy
907,116
+7,116
+0.8% +$450K 0.74% 27
2022
Q2 		$55.9M Buy
900,000
+33,658
+4% +$2.18M 0.78% 26
2022
Q1 		$58.4M Buy
866,342
+37,640
+5% +$2.45M 0.79% 29
2021
Q4 		$54.1M Buy
828,702
+19,576
+2% +$1.26M 0.78% 29
2021
Q3 		$51.7M Buy
809,126
+6,505
+0.8% +$410K 0.76% 29
2021
Q2 		$50.2M Buy
802,621
+39,643
+5% +$2.4M 0.81% 28
2021
Q1 		$45.1M Sell
762,978
-54,173
-7% -$3.05M 0.82% 28
2020
Q4 		$45.9M Buy
817,151
+34,116
+4% +$1.87M 1.04% 20
2020
Q3 		$43.7M Buy
783,035
+44,797
+6% +$2.38M 1.14% 19
2020
Q2 		$39.1M Sell
738,238
-327,722
-31% -$16.1M 1.12% 20
2020
Q1 		$53.8M Sell
1,065,960
-466,909
-30% -$26.1M 1.92% 14
2019
Q4 		$89.4M Buy
1,532,869
+39,364
+3% +$2.26M 3.16% 9
2019
Q3 		$85.6M Buy
1,493,505
+39,165
+3% +$2.21M 3.45% 9
2019
Q2 		$81.5M Buy
1,454,340
+256,165
+21% +$13.8M 3.6% 9
2019
Q1 		$63.2M Buy
1,198,175
+29,873
+3% +$1.5M 3.57% 9
2018
Q4 		$56.6M Buy
1,168,302
+14,592
+1% +$708K 3.57% 8
2018
Q3 		$55.1M Buy
1,153,710
+392,563
+52% +$19.3M 3.32% 11
2018
Q2 		$36.4M Buy
761,147
+50,205
+7% +$2.35M 2.24% 14
2018
Q1 		$33.2M Buy
710,942
+78,767
+12% +$3.73M 2.23% 14
2017
Q4 		$30.3M Buy
632,175
+59,307
+10% +$2.8M 2.15% 14
2017
Q3 		$26.5M Buy
572,868
+36,558
+7% +$1.66M 2.19% 14
2017
Q2 		$23.9M Buy
536,310
+50,368
+10% +$2.23M 2.21% 14
2017
Q1 		$21.1M Buy
485,942
+37,461
+8% +$1.6M 2.24% 14
2016
Q4 		$18.6M Buy
448,481
+72,950
+19% +$2.97M 2.26% 14
2016
Q3 		$15.2M Sell
375,531
-59,403
-14% -$2.51M 2.27% 13
2016
Q2 		$18.6M Sell
434,934
-30,710
-7% -$1.25M 3.37% 8
2016
Q1 		$18.8M Buy
465,644
+196,549
+73% +$7.5M 3.8% 6
2015
Q4 		$10.4M Buy
269,095
+26,839
+11% +$1.02M 2.63% 11
2015
Q3 		$9.07M Buy
242,256
+30,723
+15% +$1.14M 2.76% 10
2015
Q2 		$7.75M Sell
211,533
-8,283
-4% -$310K 2.39% 14
2015
Q1 		$8.34M Buy
219,816
+24,660
+13% +$939K 3.2% 10
2014
Q4 		$7.41M Buy
+195,156
New +$7.15M 2.92% 14

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
BM
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 11% in Q2 2026, buying an estimated $2.08M and bringing the position to 296,112 shares worth $22.5M. The position accounts for 0.04% of the portfolio, ranked #407.

Wealth Enhancement Advisory Services first reported a position in SPLV in Q4 2014 and has held it in 47 quarters since. The position peaked at $89.4M in Q4 2019. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 296,112 shares of Invesco S&P 500 Low Volatility ETF worth $22.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 28,218 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.08M.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #407 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P 500 Low Volatility ETF position peaked at $89.4M in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.