Western Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Western Wealth 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	$3.48M	Buy	46,451 +4,085	+10%	+$301K	0.11%	181
2026 Q1	$3.1M	Buy	42,366 +1,720	+4%	+$127K	0.12%	190
2025 Q4	$2.9M	Sell	40,646 -1,932	-5%	-$139K	0.13%	159
2025 Q3	$3.13M	Buy	42,578 +1,758	+4%	+$128K	0.17%	118
2025 Q2	$2.97M	Sell	40,820 -1,928	-5%	-$140K	0.18%	111
2025 Q1	$3.19M	Sell	42,748 -3,762	-8%	-$272K	0.21%	97
2024 Q4	$3.26M	Sell	46,510 -179	-0.4%	-$12.9K	0.17%	117
2024 Q3	$3.35M	Buy	46,689 +5,358	+13%	+$368K	0.19%	103
2024 Q2	$2.68M	Buy	41,331 +313	+0.8%	+$20.3K	0.2%	102
2024 Q1	$2.7M	Sell	41,018 -7,798	-16%	-$497K	0.21%	98
2023 Q4	$3.06M	Buy	48,816 +1,290	+3%	+$77.7K	0.22%	93
2023 Q3	$2.79M	Sell	47,526 -2,450	-5%	-$151K	0.24%	86
2023 Q2	$3.14M	Sell	49,976 -462	-0.9%	-$28.9K	0.27%	83
2023 Q1	$3.15M	Buy	50,438 +4,306	+9%	+$269K	0.29%	78
2022 Q4	$2.95M	Sell	46,132 -38,059	-45%	-$2.36M	0.3%	78
2022 Q3	$4.9M	Buy	84,191 +4,358	+5%	+$276K	0.28%	77
2022 Q2	$4.95M	Buy	79,833 +10,130	+15%	+$655K	0.28%	78
2022 Q1	$4.68M	Buy	69,703 +34,699	+99%	+$2.26M	0.23%	94
2021 Q4	$2.4M	Buy	+35,004	New	+$2.25M	0.24%	98
2021 Q2	$1.91M	Buy	31,431 +2,619	+9%	+$159K	0.2%	118
2021 Q1	$1.68M	Sell	28,812 -946	-3%	-$53.2K	0.23%	103
2020 Q4	$1.67M	Sell	29,758 -793	-3%	-$43.5K	0.25%	98
2020 Q3	$1.64M	Buy	30,551 +373	+1%	+$19.8K	0.27%	93
2020 Q2	$1.5M	Sell	30,178 -17,197	-36%	-$845K	0.27%	91
2020 Q1	$2.23M	Buy	47,375 +44	+0.1%	+$2.46K	0.51%	40
2019 Q4	$2.76M	Sell	47,331 -674	-1%	-$38.7K	0.42%	52
2019 Q3	$2.78M	Buy	48,005 +2,003	+4%	+$113K	0.58%	35
2019 Q2	$2.53M	Sell	46,002 -569	-1%	-$30.6K	0.33%	64
2019 Q1	$2.45M	Sell	46,571 -402	-0.9%	-$20.1K	0.55%	38
2018 Q4	$2.19M	Buy	+46,973	New	+$2.28M	0.59%	37

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

Western Wealth Management's SPLV Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 9.6% in Q2 2026, buying an estimated $301K and bringing the position to 46,451 shares worth $3.48M. The position accounts for 0.11% of the portfolio, ranked #181.

Western Wealth Management first reported a position in SPLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.95M in Q2 2022. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Western Wealth Management held 46,451 shares of Invesco S&P 500 Low Volatility ETF worth $3.48M as of Q2 2026.
Western Wealth Management bought 4,085 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $301K.
Invesco S&P 500 Low Volatility ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #181 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $4.95M in Q2 2022.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.