BSW Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

BSW Wealth Partners’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
2026 Q2	$281K	Sell	3,755 -602	-14%	-$44.3K	0.03%	264
2026 Q1	$319K	Buy	4,357 +7	+0.2%	+$519	0.04%	236
2025 Q4	$311K	Buy	4,350 +7	+0.2%	+$503	0.04%	238
2025 Q3	$319K	Buy	4,343 +7	+0.2%	+$512	0.04%	243
2025 Q2	$316K	Sell	4,336 -63	-1%	-$4.56K	0.04%	235
2025 Q1	$329K	Buy	4,399 +6	+0.1%	+$433	0.05%	219
2024 Q4	$308K	Buy	4,393 +1,223	+39%	+$88.2K	0.05%	226
2024 Q3	$227K	Buy	+3,170	New	+$218K	0.03%	270

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BSW Wealth Partners's SPLV Position: Q2 2026 in Review

BSW Wealth Partners reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 14% in Q2 2026, selling an estimated $44.3K and leaving 3,755 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #264.

BSW Wealth Partners first reported a position in SPLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $329K in Q1 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

BSW Wealth Partners held 3,755 shares of Invesco S&P 500 Low Volatility ETF worth $281K as of Q2 2026.
BSW Wealth Partners sold 602 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $44.3K.
Invesco S&P 500 Low Volatility ETF made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #264 holding.
BSW Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
BSW Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $329K in Q1 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.