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Winebrenner Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Winebrenner Capital 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 		$268K Buy
3,572
+16
+0.4% +$1.18K 0.16% 122
2026
Q1 		$260K Buy
3,556
+645
+22% +$47.8K 0.17% 122
2025
Q4 		$208K Sell
2,911
-6
-0.2% -$431 0.14% 131
2025
Q3 		$214K Sell
2,917
-293
-9% -$21.4K 0.15% 126
2025
Q2 		$234K Buy
3,210
+8
+0.2% +$579 0.19% 114
2025
Q1 		$239K Buy
3,202
+6
+0.2% +$433 0.22% 110
2024
Q4 		$224K Buy
+3,196
New +$231K 0.17% 112

Other funds holding SPLV

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
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Winebrenner Capital Management's SPLV Position: Q2 2026 in Review

Winebrenner Capital Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.45% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,572 shares worth $268K. The position accounts for 0.16% of the portfolio, ranked #122.

Winebrenner Capital Management first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Winebrenner Capital Management held 3,572 shares of Invesco S&P 500 Low Volatility ETF worth $268K as of Q2 2026.
  • Winebrenner Capital Management bought 16 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.18K.
  • Invesco S&P 500 Low Volatility ETF made up 0.16% of Winebrenner Capital Management's portfolio in Q2 2026, its #122 holding.
  • Winebrenner Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.