Boston Family Office’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Boston Family Office’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
2025 Q4	–	Sell	-3,948	Closed	-$290K	–	318
2025 Q3	$290K	Buy	3,948 +5	+0.1%	+$365	0.02%	252
2025 Q2	$287K	Buy	3,943 +5	+0.1%	+$362	0.02%	247
2025 Q1	$294K	Buy	3,938 +304	+8%	+$22K	0.02%	241
2024 Q4	$254K	Buy	3,634 +4	+0.1%	+$289	0.02%	246
2024 Q3	$260K	Sell	3,630 -494	-12%	-$33.9K	0.02%	245
2024 Q2	$268K	Buy	4,124 +7	+0.2%	+$453	0.02%	232
2024 Q1	$271K	Buy	4,117 +8	+0.2%	+$510	0.02%	231
2023 Q4	$257K	Buy	+4,109	New	+$247K	0.02%	231

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Family Office's SPLV Position: Q4 2025 in Review

Boston Family Office sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 3,948 shares — an estimated $290K sold.

Boston Family Office first reported a position in SPLV in Q4 2023 and held it in 8 quarters. The position peaked at $294K in Q1 2025. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Boston Family Office reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Boston Family Office sold 3,948 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $290K.
Boston Family Office first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 8 quarters.
Boston Family Office's Invesco S&P 500 Low Volatility ETF position peaked at $294K in Q1 2025.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.