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Disclosery

SPLV INVESCO EXCH TRADED FD TR II

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S&P500 LOW VOL (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in SPLV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…276,410$19.9M0.03%-19,70213F-HRTimeline
Dominguez Wealth Management Solutions, …174,543$12.3M6.81%+4,11613F-HRTimeline
Farther Finance Advisors, LLC51,113$3.6M0.03%+6,43613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,527$3.28M0.06%-15513F-HRTimeline
WT Wealth Management39,960$2.82M0.79%+2313F-HRTimeline
Sherman Wealth Management LLC32,329$2.42M1.82%013F-HRTimeline
Syntegra Private Wealth Group, LLC34,322$2.42M0.19%-16513F-HRTimeline
Great Waters Wealth Management22,654$1.6M0.14%+3813F-HRTimeline
Ridgewood Investments LLC21,917$1.55M0.57%-20913F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,972$1.48M0.04%+1,53513F-HRTimeline
Investors Research Corp16,035$1.13M0.2%-10,58513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP15,344$1.08M0.08%-3,22913F-HRTimelineGroup
Venture Visionary Partners LLC14,467$1.02M0.03%-19813F-HRTimeline
Decker Wealth Management LLC12,828$905K0.18%013F-HRTimeline
EASTERN BANK11,445$807K0.01%013F-HRTimeline
Pettinga Financial Advisors LLC11,330$799K0.13%-2,07013F-HRTimeline
Legacy Private Trust Co.10,240$722K0.04%013F-HRTimeline
City Center Advisors, LLC8,487$598K0.46%-40513F-HRTimeline
SAX WEALTH ADVISORS, LLC7,785$549K0.02%-5,25413F-HRTimeline
Olistico Wealth, LLC6,835$482K0.2%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.5,979$422K0.04%-59613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,686$401K0.14%-19113F-HRTimeline
Dynamic Advisor Solutions LLC5,654$399K0.01%+313F-HRTimeline
Apella Capital, LLC5,002$356K<0.01%+16513F-HRTimeline
TrueWealth Advisors, LLC4,736$334K0.08%+513F-HRTimeline
TLWM4,691$331K0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,102$289K0.01%+12113F-HRTimelineGroup
First Heartland Consultants, Inc.4,098$289K0.02%+4213F-HRTimeline
Compass Financial Group, INC/SD4,077$287K0.03%+2313F-HRTimeline
Centurion Wealth Management LLC4,057$286K0.07%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,580$252K0.16%+813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,575$252K0.03%013F-HRTimeline
Ring Mountain Capital, LLC3,275$231K0.09%+35113F-HRTimeline
Investment Partners Asset Management, I…3,253$229K0.12%013F-HRTimeline
Signal Advisors Wealth, LLC3,166$223K0.01%-8913F-HRTimeline
Fragasso Financial Advisors Inc3,061$221K0.01%+1813F-HRTimeline
CX Institutional3,122$220K0.01%+1513F-HRTimeline
Emergent Wealth Advisors, LLC3,082$217K0.11%+1513F-HRTimeline
GAMMA Investing LLC2,929$207K0.01%+2213F-HRTimeline
CoreCap Advisors, LLC1,372$96.8K<0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,000$70.5K0.01%new13F-HRTimeline
Roxbury Financial LLC645$45.5K0.03%+213F-HRTimeline
Bangor Savings Bank404$28.5K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC225$16K0.01%-20013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC106$7.47K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.79$5.57K<0.01%013F-HRTimeline
Trust Co20$1.41K<0.01%-4513F-HRTimeline
Rosenberg Matthew Hamilton3$212<0.01%013F-HRTimeline