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

Whipplewood 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	$876K	Buy	11,697 +401	+4%	+$29.5K	0.59%	47
2026 Q1	$826K	Sell	11,296 -14	-0.1%	-$1.04K	0.43%	65
2025 Q4	$808K	Buy	11,310 +559	+5%	+$40.2K	0.52%	61
2025 Q3	$790K	Buy	10,751 +649	+6%	+$47.4K	0.52%	62
2025 Q2	$736K	Sell	10,102 -10,388	-51%	-$752K	0.4%	70
2025 Q1	$784K	Buy	20,490 +10,100	+97%	+$729K	0.46%	55
2024 Q4	$727K	Buy	+10,390	New	+$750K	0.41%	60

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

Whipplewood Advisors's SPLV Position: Q2 2026 in Review

Whipplewood Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 11,697 shares worth $876K. The position accounts for 0.59% of the portfolio, ranked #47.

Whipplewood Advisors first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Whipplewood Advisors held 11,697 shares of Invesco S&P 500 Low Volatility ETF worth $876K as of Q2 2026.
Whipplewood Advisors bought 401 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $29.5K.
Invesco S&P 500 Low Volatility ETF made up 0.59% of Whipplewood Advisors's portfolio in Q2 2026, its #47 holding.
Whipplewood Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.