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

World Investment 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	$490K	Sell	6,696 -474	-7%	-$34.9K	0.01%	975
2026 Q1	$524K	Sell	7,170 -1,417	-17%	-$105K	0.01%	963
2025 Q4	$613K	Buy	8,587 +482	+6%	+$34.7K	0.01%	848
2025 Q3	$596K	Sell	8,105 -2,046	-20%	-$150K	0.01%	722
2025 Q2	$739K	Sell	10,151 -24,221	-70%	-$1.75M	0.02%	604
2025 Q1	$2.57M	Buy	34,372 +24,628	+253%	+$1.78M	0.07%	311
2024 Q4	$682K	Sell	9,744 -706	-7%	-$50.9K	0.02%	571
2024 Q3	$750K	Buy	10,450 +3,670	+54%	+$252K	0.02%	488
2024 Q2	$440K	Buy	6,780 +2,920	+76%	+$189K	0.03%	427
2024 Q1	$254K	Sell	3,860 -1,106	-22%	-$70.5K	0.04%	334
2023 Q4	$311K	Buy	+4,966	New	+$299K	0.04%	299
2020 Q1	–	Sell	-3,847	Closed	-$224K	–	175
2019 Q4	$224K	Buy	3,847 +335	+10%	+$19.2K	0.09%	140
2019 Q3	$203K	Buy	+3,512	New	+$198K	0.09%	136
2019 Q1	–	Sell	-4,581	Closed	-$232K	–	159
2018 Q4	$232K	Buy	+4,581	New	+$222K	0.1%	131

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

World Investment Advisors's SPLV Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 6.6% in Q2 2026, selling an estimated $34.9K and leaving 6,696 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #975.

World Investment Advisors first reported a position in SPLV in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.57M in Q1 2025. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

World Investment Advisors held 6,696 shares of Invesco S&P 500 Low Volatility ETF worth $490K as of Q2 2026.
World Investment Advisors sold 474 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $34.9K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #975 holding.
World Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2018 and has held it in 14 quarters since.
World Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $2.57M in Q1 2025.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.