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Wealthcare Capital Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealthcare Capital Partners’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 		$244K Buy
3,263
+10
+0.3% +$737 0.1% 147
2026
Q1 		$238K Buy
3,253
+59
+2% +$4.37K 0.11% 142
2025
Q4 		$228K Sell
3,194
-240
-7% -$17.3K 0.11% 134
2025
Q3 		$252K Buy
3,434
+50
+1% +$3.65K 0.12% 130
2025
Q2 		$246K Buy
3,384
+123
+4% +$8.9K 0.12% 128
2025
Q1 		$244K Buy
3,261
+7
+0.2% +$506 0.13% 116
2024
Q4 		$228K Buy
+3,254
New +$235K 0.12% 110

Other funds holding SPLV

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 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
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Capital Partners's SPLV Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.31% in Q2 2026, buying an estimated $737 and bringing the position to 3,263 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #147.

Wealthcare Capital Partners first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q3 2025. 354 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Wealthcare Capital Partners held 3,263 shares of Invesco S&P 500 Low Volatility ETF worth $244K as of Q2 2026.
  • Wealthcare Capital Partners bought 10 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $737.
  • Invesco S&P 500 Low Volatility ETF made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #147 holding.
  • Wealthcare Capital Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Capital Partners's Invesco S&P 500 Low Volatility ETF position peaked at $252K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.