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

Wealth Preservation 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 Q1	–	Sell	-185	Closed	-$13.2K	–	1174
2025 Q4	$13.2K	Hold	185	–	–	0.01%	281
2025 Q3	$13.6K	Hold	185	–	–	0.01%	276
2025 Q2	$13.5K	Hold	185	–	–	0.01%	279
2025 Q1	$13.8K	Buy	+185	New	+$13.4K	0.01%	294

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

Two Sigma Investments New York $138B AUM 41.87% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Preservation Advisors's SPLV Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2026, closing a stake of 185 shares — an estimated $13.2K sold.

Wealth Preservation Advisors first reported a position in SPLV in Q1 2025 and held it in 4 quarters. The position peaked at $13.8K in Q1 2025. 758 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Wealth Preservation Advisors reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 185 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $13.2K.
Wealth Preservation Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $13.8K in Q1 2025.
758 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.