WealthBridge Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

WealthBridge Capital Management’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	$2.43M	Sell	32,498 -732	-2%	-$53.9K	0.48%	42
2026 Q1	$2.43M	Buy	33,230 +287	+0.9%	+$21.3K	0.56%	42
2025 Q4	$2.35M	Buy	32,943 +575	+2%	+$41.3K	0.54%	41
2025 Q3	$2.38M	Sell	32,368 -358	-1%	-$26.2K	0.56%	41
2025 Q2	$2.38M	Sell	32,726 -194	-0.6%	-$14K	0.6%	38
2025 Q1	$2.46M	Sell	32,920 -62	-0.2%	-$4.48K	0.7%	33
2024 Q4	$2.31M	Sell	32,982 -209	-0.6%	-$15.1K	0.64%	37
2024 Q3	$2.38M	Buy	33,191 +855	+3%	+$58.7K	0.68%	34
2024 Q2	$2.1M	Sell	32,336 -1,754	-5%	-$114K	0.69%	32
2024 Q1	$2.25M	Sell	34,090 -438	-1%	-$27.9K	0.76%	31
2023 Q4	$2.16M	Sell	34,528 -1,037	-3%	-$62.4K	0.81%	28
2023 Q3	$2.09M	Sell	35,565 -272	-0.8%	-$16.8K	0.86%	27
2023 Q2	$2.25M	Sell	35,837 -1,713	-5%	-$107K	0.9%	26
2023 Q1	$2.34M	Sell	37,550 -33	-0.1%	-$2.06K	0.93%	25
2022 Q4	$2.4M	Buy	37,583 +123	+0.3%	+$7.63K	1%	23
2022 Q3	$2.32M	Hold	37,460	–	–	0.99%	24
2022 Q2	$2.32M	Buy	37,460 +716	+2%	+$46.3K	0.99%	24
2022 Q1	$2.46M	Sell	36,744 -2,264	-6%	-$147K	0.92%	25
2021 Q4	$2.68M	Sell	39,008 -228	-0.6%	-$14.7K	1%	24
2021 Q3	$2.39M	Sell	39,236 -2,383	-6%	-$150K	0.89%	26
2021 Q2	$2.54M	Sell	41,619 -228	-0.5%	-$13.8K	0.92%	27
2021 Q1	$2.43M	Buy	41,847 +437	+1%	+$24.6K	0.99%	25
2020 Q4	$2.33M	Sell	41,410 -179	-0.4%	-$9.83K	1.02%	24
2020 Q3	$2.23M	Sell	41,589 -10,499	-20%	-$557K	1.14%	24
2020 Q2	$2.59M	Sell	52,088 -5,035	-9%	-$247K	1.47%	20
2020 Q1	$2.68M	Buy	57,123 +16,332	+40%	+$914K	1.86%	14
2019 Q4	$2.38M	Buy	40,791 +2,092	+5%	+$120K	1.54%	16
2019 Q3	$2.24M	Buy	38,699 +2,611	+7%	+$147K	1.61%	17
2019 Q2	$1.68M	Sell	36,088 -1,058	-3%	-$56.9K	1.54%	19
2019 Q1	$1.96M	Buy	37,146 +1,058	+3%	+$53K	1.24%	19
2018 Q4	$1.68M	Buy	+36,088	New	+$1.75M	1.28%	19

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

WealthBridge Capital Management's SPLV Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 2.2% in Q2 2026, selling an estimated $53.9K and leaving 32,498 shares worth $2.43M. The position accounts for 0.48% of the portfolio, ranked #42.

WealthBridge Capital Management first reported a position in SPLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.68M in Q1 2020. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

WealthBridge Capital Management held 32,498 shares of Invesco S&P 500 Low Volatility ETF worth $2.43M as of Q2 2026.
WealthBridge Capital Management sold 732 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $53.9K.
Invesco S&P 500 Low Volatility ETF made up 0.48% of WealthBridge Capital Management's portfolio in Q2 2026, its #42 holding.
WealthBridge Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.68M in Q1 2020.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.