Wood Tarver Financial Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wood Tarver Financial Group’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	$742K	Sell	9,914 -600	-6%	-$44.2K	0.18%	79
2026 Q1	$768K	Sell	10,514 -2,062	-16%	-$153K	0.21%	71
2025 Q4	$898K	Sell	12,576 -347	-3%	-$25K	0.25%	59
2025 Q3	$949K	Sell	12,923 -56	-0.4%	-$4.09K	0.28%	57
2025 Q2	$945K	Sell	12,979 -98	-0.7%	-$7.09K	0.28%	55
2025 Q1	$977K	Sell	13,077 -714	-5%	-$51.6K	0.32%	49
2024 Q4	$965K	Buy	+13,791	New	+$995K	0.32%	47

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

Wood Tarver Financial Group's SPLV Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5.7% in Q2 2026, selling an estimated $44.2K and leaving 9,914 shares worth $742K. The position accounts for 0.18% of the portfolio, ranked #79.

Wood Tarver Financial Group first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $977K in Q1 2025. 760 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Wood Tarver Financial Group held 9,914 shares of Invesco S&P 500 Low Volatility ETF worth $742K as of Q2 2026.
Wood Tarver Financial Group sold 600 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $44.2K.
Invesco S&P 500 Low Volatility ETF made up 0.18% of Wood Tarver Financial Group's portfolio in Q2 2026, its #79 holding.
Wood Tarver Financial Group first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's Invesco S&P 500 Low Volatility ETF position peaked at $977K in Q1 2025.
760 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.