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Wolff Financial Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wolff Financial 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 		$885K Buy
11,820
+47
+0.4% +$3.46K 0.18% 56
2026
Q1 		$861K Buy
11,773
+49
+0.4% +$3.63K 0.19% 51
2025
Q4 		$837K Buy
11,724
+50
+0.4% +$3.6K 0.19% 50
2025
Q3 		$858K Buy
11,674
+46
+0.4% +$3.36K 0.2% 47
2025
Q2 		$847K Buy
11,628
+44
+0.4% +$3.19K 0.22% 44
2025
Q1 		$866K Buy
11,584
+37
+0.3% +$2.67K 0.24% 45
2024
Q4 		$808K Buy
11,547
+37
+0.3% +$2.67K 0.22% 46
2024
Q3 		$826K Buy
11,510
+39
+0.3% +$2.68K 0.22% 46
2024
Q2 		$745K Sell
11,471
-797
-6% -$51.6K 0.55% 19
2024
Q1 		$808K Buy
12,268
+54
+0.4% +$3.44K 0.24% 47
2023
Q4 		$765K Buy
12,214
+65
+0.5% +$3.91K 0.24% 49
2023
Q3 		$714K Buy
12,149
+60
+0.5% +$3.71K 0.24% 50
2023
Q2 		$759K Sell
12,089
-2,966
-20% -$186K 0.66% 18
2023
Q1 		$939K Buy
15,055
+70
+0.5% +$4.37K 0.33% 45
2022
Q4 		$958K Sell
14,985
-6,263
-29% -$389K 0.35% 44
2022
Q3 		$1.23M Buy
21,248
+128
+0.6% +$8.1K 0.56% 34
2022
Q2 		$1.31M Sell
21,120
-2,515
-11% -$163K 0.58% 33
2022
Q1 		$1.59M Sell
23,635
-56
-0.2% -$3.64K 0.63% 32
2021
Q4 		$1.63M Buy
23,691
+89
+0.4% +$5.73K 0.62% 35
2021
Q3 		$1.44M Buy
+23,602
New +$1.49M 1.25% 13
2021
Q1 		$1.41M Sell
24,242
-1,293
-5% -$72.7K 0.65% 29
2020
Q4 		$1.44M Sell
25,535
-517
-2% -$28.4K 0.75% 28
2020
Q3 		$1.4M Sell
26,052
-236
-0.9% -$12.5K 0.83% 27
2020
Q2 		$1.31M Sell
26,288
-5,970
-19% -$293K 0.83% 24
2020
Q1 		$1.51M Buy
32,258
+11,981
+59% +$671K 1.14% 22
2019
Q4 		$1.18M Buy
20,277
+1,809
+10% +$104K 0.78% 26
2019
Q3 		$1.07M Buy
18,468
+1,591
+9% +$89.7K 0.78% 25
2019
Q2 		$929K Buy
16,877
+1,337
+9% +$71.9K 0.71% 30
2019
Q1 		$818K Buy
15,540
+2,738
+21% +$137K 0.68% 34
2018
Q4 		$597K Buy
+12,802
New +$621K 0.58% 37

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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 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

Wolff Financial Management's SPLV Position: Q2 2026 in Review

Wolff Financial Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.4% in Q2 2026, buying an estimated $3.46K and bringing the position to 11,820 shares worth $885K. The position accounts for 0.18% of the portfolio, ranked #56.

Wolff Financial Management first reported a position in SPLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.63M in Q4 2021. 162 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Wolff Financial Management held 11,820 shares of Invesco S&P 500 Low Volatility ETF worth $885K as of Q2 2026.
  • Wolff Financial Management bought 47 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $3.46K.
  • Invesco S&P 500 Low Volatility ETF made up 0.18% of Wolff Financial Management's portfolio in Q2 2026, its #56 holding.
  • Wolff Financial Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's Invesco S&P 500 Low Volatility ETF position peaked at $1.63M in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.