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SPLVSPLV
Showing 8 of 13 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in INVESCO S&P 500 LOW VOLATILI

Dynasty Wealth Management, LLC holds 225,564 shares of SPLV (INVESCO S&P 500 LOW VOLATILI), worth $16.9M as of 2026-Q2. The position was decreased (-29.5% shares). SPLV represents 0.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$16.9M

Current Shares

225,564

Total Value Change

-$22.9M

Total Shares Change

-329,253

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
225,564
-29.5%
$16.9M0.1%$74.76
0
2026-Q1
Decreased
319,953
-24.6%
$23.4M0.2%$72.60
0
2025-Q4
Decreased
424,260
-7.3%
$30.3M0.3%$70.50
0
2025-Q3
Decreased
457,781
-12.2%
$33.6M0.4%$72.13
0
2025-Q2
Increased
521,591
+655.2%
$38M0.6%$71.10
66
2025-Q1
Decreased
69,065
-86.4%
$5.2M0.1%$72.60
0
2024-Q4
Decreased
506,440
-8.7%
$35.5M0.6%$67.72
0
2024-Q3
Increased
554,817
+1.4%
$39.8M1.2%$69.10
46

Other major holders of SPLV: Steward Partners Investment Advisory, LLC, Invesco Ltd.

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