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WealthPlan Investment Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

WealthPlan Investment 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 		$1.47M Buy
19,669
+15,402
+361% +$1.13M 0.07% 191
2026
Q1 		$312K Buy
+4,267
New +$316K 0.02% 381

Other funds holding SPLV

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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

WealthPlan Investment Management's SPLV Position: Q2 2026 in Review

WealthPlan Investment Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 361% in Q2 2026, buying an estimated $1.13M and bringing the position to 19,669 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #191.

WealthPlan Investment Management first reported a position in SPLV in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • WealthPlan Investment Management held 19,669 shares of Invesco S&P 500 Low Volatility ETF worth $1.47M as of Q2 2026.
  • WealthPlan Investment Management bought 15,402 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.13M.
  • Invesco S&P 500 Low Volatility ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #191 holding.
  • WealthPlan Investment Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.