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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

748 managers (762 13F filers) reported a position in SPLV shares at 2026-06-30, 57,217,468 shares in all. 55 filers opened a position and 50 filers sold out during the quarter.

Managers
748
13F filers
762
New
55
Added
251
Reduced
279
Sold out
50
Shares held by filers
57,217,468

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WESTCO ADVISORY SERVICES INC /ADV2,875$215K0.13%013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,874$215K0.02%013F-HRTimeline
Larson Financial Group LLC2,836$212K0.01%+413F-HRTimeline
PINKERTON WEALTH, LLC2,871$210K0.02%new13F-HRTimeline
True Freedom Investing, LLC2,871$210K0.02%013F-HRTimeline
LVZ, Inc.2,793$209K0.02%-53013F-HRTimeline
Sovereign Financial Group, Inc.2,792$209K0.03%013F-HRTimeline
Lodestone Wealth Management LLC2,780$208K0.07%-4413F-HRTimeline
Disciplined Investments, LLC2,768$207K0.07%013F-HR/ATimeline
Weaver Consulting Group2,762$207K0.04%013F-HRTimeline
Lionshead Wealth Management, LLC2,760$207K0.13%-4313F-HRTimeline
SWS Partners2,758$207K0.04%+1513F-HRTimeline
Providence First Trust Co2,753$206K0.06%-3,96313F-HRTimeline
MFA Wealth Services2,740$205K0.12%+213F-HRTimeline
WealthTrust Asset Management, LLC2,728$204K0.11%-17013F-HRTimeline
D.B. Root & Company, LLC2,715$203K0.04%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.2,713$203K0.03%new13F-HRTimeline
Carnegie Investment Counsel2,707$203K<0.01%-99813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,697$202K0.15%-9813F-HRTimeline
SFG Wealth Management, LLC.2,692$202K0.07%-10013F-HRTimeline
Procyon Advisors, LLC2,671$200K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,281$171K0.01%-1,81213F-HRTimeline
Archer Investment Corp2,203$165K0.03%013F-HR/ATimeline
Blue Trust, Inc.2,190$164K<0.01%-10013F-HRTimeline
Glassman Wealth Services2,181$163K0.02%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,168$162K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC2,163$162K0.01%+1213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,124$159K<0.01%-3813F-HRTimelineGroup
Allied Private Wealth LLC2,095$159K0.1%13F-HRTimeline
IMA Advisory Services, Inc.2,116$158K0.01%new13F-HRTimeline
Provident Wealth Management, LLC2,106$158K0.04%013F-HRTimeline
Triumph Capital Management2,104$158K0.03%-5013F-HRTimeline
Regatta Research & Money Management2,066$155K0.15%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,061$154K0.01%013F-HRTimeline
Main Street Group, LTD2,054$154K0.04%+2513F-HRTimeline
Smithfield Trust Co2,053$151K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,956$147K0.02%13F-HRTimeline
SIMPLEX TRADING, LLC1,951$146K<0.01%new13F-HRTimeline
Caitlin John, LLC1,900$142K0.08%013F-HRTimeline
Darwin Wealth Management, LLC1,814$136K0.04%-2813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC1,786$134K0.01%-26,64513F-HRTimeline
Measured Wealth Private Client Group, L…1,784$134K0.03%-313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,564$119K<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC1,569$118K0.02%-5513F-HRTimeline
Front Row Advisors LLC1,461$111K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,454$109K<0.01%-5213F-HRTimeline
CoreCap Advisors, LLC1,372$103K<0.01%+1813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,356$102K<0.01%-50013F-HRTimelineGroup
Rialto Wealth Management, LLC1,350$101K0.02%013F-HRTimeline
Salomon & Ludwin, LLC1,279$96.2K0.01%013F-HRTimeline
HM PAYSON & CO1,278$95.7K<0.01%-4913F-HRTimeline
Founders Capital Management1,245$93.3K0.04%013F-HRTimeline
Roble, Belko & Company, Inc1,230$92K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.1,119$83.8K0.05%+613F-HRTimeline
Physician Wealth Advisors, Inc.1,020$76.4K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,020$76.4K0.02%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,000$74.9K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,000$74.9K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC969$72.6K0.01%+213F-HRTimeline
Quantbot Technologies LP960$71.9K<0.01%-11,50813F-HRTimeline
Cassaday & Co Wealth Management LLC923$69.1K<0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding906$67.8K+38Timeline
ASHTON THOMAS SECURITIES, LLC905$67.8K0.01%013F-HRTimeline
Tidemark, LLC903$67.6K0.02%+213F-HRTimeline
WPG Advisers, LLC899$67.3K0.04%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC880$65.9K0.09%013F-HRTimeline
AMERIFLEX GROUP, INC.875$65.5K0.03%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC850$63.7K0.03%013F-HRTimeline
Financially Speaking Inc826$60.4K0.29%013F-HRTimeline
MASECO LLP775$58K<0.01%013F-HRTimeline
JNBA Financial Advisors742$55.6K<0.01%-1513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN739$55.4K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.699$52.3K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…691$51.8K0.02%013F-HRTimeline
Costello Asset Management, INC679$50.8K0.02%-1113F-HRTimeline
Plante Moran Financial Advisors, LLC671$50.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC667$49.9K<0.01%+213F-HRTimeline
Basepoint Wealth LLC650$48.7K0.03%+413F-HRTimeline
Roxbury Financial LLC643$48.2K0.04%+113F-HRTimeline
Kingdom Financial Group LLC.636$47.6K0.01%-2,59113F-HRTimeline
Nalls Sherbakoff Group, LLC600$44.9K0.03%013F-HRTimeline
Realta Investment Advisors600$44.9K0.01%-1,77613F-HRTimeline
IMG Wealth Management, Inc.582$43.6K0.02%-14213F-HRTimeline
Buck Wealth Strategies, LLC566$42.4K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC534$40K0.02%013F-HRTimeline
Solstein Capital, LLC524$39.2K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …520$38.9K<0.01%013F-HRTimelineGroup
TSFG, LLC500$37K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC494$37K<0.01%+313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC452$33.9K0.01%+4213F-HRTimeline
Provenance Wealth Advisors, LLC449$33.6K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC444$33.3K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC435$32.6K0.01%+113F-HRTimeline
Ulland Investment Advisors, LLC425$32K0.02%013F-HRTimeline
Bangor Savings Bank404$30.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…340$25.5K<0.01%-1,33413F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV334$25K0.01%+213F-HRTimeline
Westside Investment Management, Inc.293$21.9K<0.01%+1413F-HRTimeline
Graney & King, LLC290$21.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…285$21.3K0.01%013F-HRTimeline
IAG Wealth Partners, LLC260$19.5K<0.01%013F-HRTimeline
JDM Financial Group LLC249$18.6K0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding248$18.6K-21,691Timeline
GILL CAPITAL PARTNERS, LLC223$16.7K<0.01%+113F-HRTimeline
Bernard Wealth Management Corp.210$15.7K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.206$15.4K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.203$15.2K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.199$14.9K<0.01%new13F-HRTimelineGroup
NVWM, LLC195$14.6K<0.01%-1,82313F-HRTimeline
Quaker Wealth Management, LLC180$13.5K<0.01%013F-HRTimeline
VIMA LLC178$13.3K0.01%13F-HRTimeline
North Star Investment Management Corp.169$12.7K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.165$12.4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.161$12.1K<0.01%new13F-HRTimeline
Rossby Financial, LCC157$11.8K<0.01%013F-HRTimeline
Crewe Advisors LLC149$11.2K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO147$11K<0.01%013F-HRTimeline
MCF Advisors LLC140$10.5K<0.01%013F-HRTimeline
Downshift Financial, LLC138$10.3K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.132$9.92K0.01%013F-HRTimeline
Continuum Advisory, LLC131$9.81K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors121$9.06K<0.01%013F-HRTimelineGroup
Harborfront Financial Group LLC117$8.79K0.03%13F-HRTimeline
Birchwood Financial Partners, Inc.116$8.68K0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC113$8.48K<0.01%+6513F-HRTimeline
Reyes Financial Architecture, Inc.113$8.46K<0.01%-38113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC106$7.94K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC105$7.87K<0.01%-23413F-HRTimeline
DiNuzzo Private Wealth, Inc.100$7.49K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC87$6.52K<0.01%-25113F-HRTimeline
Wealth Enhancement Trust Services, Inc.79$5.92K<0.01%013F-HR/ATimeline
Trust Co65$4.87K<0.01%+2013F-HRTimeline
Key Financial Inc64$4.79K<0.01%013F-HRTimeline
Bogart Wealth, LLC60$4.49K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$4.49K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.59$4.45K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…55$4.12K<0.01%013F-HRTimeline
Nemes Rush Group LLC49$3.67K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.46$3.48K<0.01%-3,18113F-HRTimeline
Aventura Private Wealth, LLC41$3.07K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT33$2.48K<0.01%013F-HRTimeline
Burk Holdings LLC32$2.37K<0.01%-2,70013F-HRTimeline
RHL GROUP, LLC35$2.1K<0.01%new13F-HRTimeline
Markowski Investments20$1.5K<0.01%13F-HRTimeline
Clearstead Advisors, LLC19$1.39K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton3$225<0.01%013F-HRTimeline
Capital Advisor Network LLC2$150<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$33<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.