Wealthspire Advisors (New York)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealthspire Advisors (New York)’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	$1.07M	Buy	14,332 +3,909	+38%	+$288K	0.01%	541
2026 Q1	$762K	Hold	10,423	–	–	0.01%	463
2025 Q4	$744K	Sell	10,423 -538	-5%	-$38.7K	0.01%	501
2025 Q3	$805K	Buy	10,961 +704	+7%	+$51.5K	﹤0.01%	433
2025 Q2	$747K	Sell	10,257 -1,755	-15%	-$127K	﹤0.01%	441
2025 Q1	$898K	Sell	12,012 -683	-5%	-$49.3K	0.01%	395
2024 Q4	$889K	Sell	12,695 -2,284	-15%	-$165K	0.01%	393
2024 Q3	$1.07M	Sell	14,979 -3,502	-19%	-$241K	0.01%	362
2024 Q2	$1.2M	Sell	18,481 -8,560	-32%	-$554K	0.02%	286
2024 Q1	$1.78M	Sell	27,041 -6,313	-19%	-$403K	0.02%	218
2023 Q4	$2.09M	Buy	33,354 +29,457	+756%	+$1.77M	0.03%	186
2023 Q3	$229K	Buy	+3,897	New	+$241K	﹤0.01%	537

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

Wealthspire Advisors (New York)'s SPLV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 38% in Q2 2026, buying an estimated $288K and bringing the position to 14,332 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #541.

Wealthspire Advisors (New York) first reported a position in SPLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q4 2023. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Wealthspire Advisors (New York) held 14,332 shares of Invesco S&P 500 Low Volatility ETF worth $1.07M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,909 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $288K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #541 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2023 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Invesco S&P 500 Low Volatility ETF position peaked at $2.09M in Q4 2023.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.