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

Wealth Enhancement Trust 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 		$5.92K Hold
79
– – ﹤0.01% 816
2026
Q1 		$5.78K Hold
79
– – ﹤0.01% 622
2025
Q4 		$5.64K Buy
+79
New +$5.68K ﹤0.01% 594

Other funds holding SPLV

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
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 79 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Wealth Enhancement Trust Services first reported a position in SPLV in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Wealth Enhancement Trust Services held 79 shares of Invesco S&P 500 Low Volatility ETF worth $5.92K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #816 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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