Woodside Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Woodside Wealth 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	$260K	Sell	3,468 -250	-7%	-$18.4K	0.18%	41
2026 Q1	$272K	Sell	3,718 -3,750	-50%	-$278K	0.21%	37
2025 Q4	$533K	Hold	7,468	–	–	0.4%	30
2025 Q3	$549K	Sell	7,468 -1,480	-17%	-$108K	0.43%	29
2025 Q2	$652K	Hold	8,948	–	–	0.56%	25
2025 Q1	$669K	Buy	+8,948	New	+$646K	0.62%	24

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

Woodside Wealth Management's SPLV Position: Q2 2026 in Review

Woodside Wealth Management reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.7% in Q2 2026, selling an estimated $18.4K and leaving 3,468 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #41.

Woodside Wealth Management first reported a position in SPLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $669K in Q1 2025. 753 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Woodside Wealth Management held 3,468 shares of Invesco S&P 500 Low Volatility ETF worth $260K as of Q2 2026.
Woodside Wealth Management sold 250 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $18.4K.
Invesco S&P 500 Low Volatility ETF made up 0.18% of Woodside Wealth Management's portfolio in Q2 2026, its #41 holding.
Woodside Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
Woodside Wealth Management's Invesco S&P 500 Low Volatility ETF position peaked at $669K in Q1 2025.
753 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.