Wetzel Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wetzel Investment Advisors’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	$440K	Buy	5,877 +86	+1%	+$6.33K	0.15%	78
2026 Q1	$424K	Sell	5,791 -12	-0.2%	-$889	0.17%	81
2025 Q4	$414K	Sell	5,803 -123	-2%	-$8.85K	0.17%	78
2025 Q3	$435K	Sell	5,926 -15	-0.3%	-$1.1K	0.19%	75
2025 Q2	$433K	Sell	5,941 -497	-8%	-$36K	0.2%	75
2025 Q1	$481K	Hold	6,438	–	–	0.24%	70
2024 Q4	$451K	Hold	6,438	–	–	0.22%	71
2024 Q3	$462K	Sell	6,438 -389	-6%	-$26.7K	0.23%	69
2024 Q2	$450K	Buy	6,827 +119	+2%	+$7.71K	0.26%	67
2024 Q1	$423K	Sell	6,708 -293	-4%	-$18.7K	0.25%	69
2023 Q4	$439K	Buy	+7,001	New	+$421K	0.27%	64

Other funds holding SPLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wetzel Investment Advisors's SPLV Position: Q2 2026 in Review

Wetzel Investment Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.5% in Q2 2026, buying an estimated $6.33K and bringing the position to 5,877 shares worth $440K. The position accounts for 0.15% of the portfolio, ranked #78.

Wetzel Investment Advisors first reported a position in SPLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $481K in Q1 2025. 476 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Wetzel Investment Advisors held 5,877 shares of Invesco S&P 500 Low Volatility ETF worth $440K as of Q2 2026.
Wetzel Investment Advisors bought 86 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $6.33K.
Invesco S&P 500 Low Volatility ETF made up 0.15% of Wetzel Investment Advisors's portfolio in Q2 2026, its #78 holding.
Wetzel Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $481K in Q1 2025.
476 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.