Alliance Wealth Advisors, LLC /UT SPLV INVESCO EXCH TRADED FD TR II

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  4 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported INVESCO EXCH TRADED FD TR II (SPLV) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.17% in 2026 Q2. The latest visible filing shows SPLV at 2.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPLV was reported at 2.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alliance Wealth Advisors, LLC /UT held SPLV — position size vs. price
% of Fund (quarterly)    SPLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 153,535 +37,863 +32.7% 2.17% $11.5M 2026-07-23 $76.22
2026 Q1 ADDED 115,672 +47,423 +69.5% 1.83% $8.5M 2026-05-12 $72.55
2025 Q4 ADDED 68,249 +63,288 +1275.7% 1.06% $4.9M 2026-02-02 $72.62
2025 Q3 INITIATED 4,961 0.09% $365K 2025-11-10 $70.17

FAQ About Alliance Wealth Advisors, LLC /UT and SPLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning SPLV?

Alliance Wealth Advisors, LLC /UT reported SPLV across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SPLV position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for SPLV was 2.17% in 2026 Q2.

What is the latest reported SPLV position on this page?

The most recent filing on this page is 2026 Q2, when Alliance Wealth Advisors, LLC /UT reported 153,535 shares, equal to 2.17% of portfolio, with an estimated market value of $11.5M.

What does the chart on this SPLV ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly SPLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Alliance Wealth Advisors, LLC /UT time their SPLV position?

Based on 13F filing dates vs. subsequent SPLV price moves, Alliance Wealth Advisors, LLC /UT correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SPLV relative to SPY over the holding period was -0.8%.

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