Westco Advisory Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Westco Advisory Services’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	$215K	Hold	2,875	–	–	0.13%	96
2026 Q1	$210K	Buy	+2,875	New	+$213K	0.14%	101

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

Westco Advisory Services's SPLV Position: Q2 2026 in Review

Westco Advisory Services held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 2,875 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #96.

Westco Advisory Services first reported a position in SPLV in Q1 2026 and has held it in 2 quarters since. 753 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Westco Advisory Services held 2,875 shares of Invesco S&P 500 Low Volatility ETF worth $215K as of Q2 2026.
Westco Advisory Services left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.13% of Westco Advisory Services's portfolio in Q2 2026, its #96 holding.
Westco Advisory Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
753 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.