WPG Advisers’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

WPG Advisers’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	$67.3K	Hold	899	–	–	0.04%	249
2026 Q1	$65.8K	Hold	899	–	–	0.05%	224
2025 Q4	$64.2K	Hold	899	–	–	0.05%	241
2025 Q3	$66.1K	Hold	899	–	–	0.05%	234
2025 Q2	$65.5K	Hold	899	–	–	0.06%	224
2025 Q1	$67.2K	Sell	899 -189	-17%	-$13.7K	0.06%	215
2024 Q4	$76.2K	Buy	+1,088	New	+$78.5K	0.07%	211

Other funds holding SPLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPG Advisers's SPLV Position: Q2 2026 in Review

WPG Advisers held its Invesco S&P 500 Low Volatility ETF (SPLV) position steady in Q2 2026 at 899 shares worth $67.3K. The position accounts for 0.04% of the portfolio, ranked #249.

WPG Advisers first reported a position in SPLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.2K in Q4 2024. 476 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

WPG Advisers held 899 shares of Invesco S&P 500 Low Volatility ETF worth $67.3K as of Q2 2026.
WPG Advisers left its Invesco S&P 500 Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 Low Volatility ETF made up 0.04% of WPG Advisers's portfolio in Q2 2026, its #249 holding.
WPG Advisers first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Invesco S&P 500 Low Volatility ETF position peaked at $76.2K in Q4 2024.
476 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.