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

Cyndeo 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 Q1	$252K	Buy	3,449 +11	+0.3%	+$815	0.01%	439
2025 Q4	$246K	Buy	3,438 +11	+0.3%	+$791	0.01%	436
2025 Q3	$252K	Buy	3,427 +10	+0.3%	+$731	0.01%	423
2025 Q2	$249K	Buy	3,417 +395	+13%	+$28.6K	0.01%	422
2025 Q1	$226K	Buy	3,022 +13	+0.4%	+$939	0.01%	420
2024 Q4	$211K	Sell	3,009 -714	-19%	-$51.5K	0.01%	427
2024 Q3	$267K	Buy	3,723 +19	+0.5%	+$1.3K	0.02%	391
2024 Q2	$241K	Buy	3,704 +10	+0.3%	+$648	0.02%	362
2024 Q1	$243K	Sell	3,694 -9,923	-73%	-$633K	0.02%	350
2023 Q4	$853K	Sell	13,617 -225,728	-94%	-$13.6M	0.08%	198
2023 Q3	$14.1M	Sell	239,345 -1,766	-0.7%	-$109K	1.47%	13
2023 Q2	$15.1M	Sell	241,111 -78,515	-25%	-$4.92M	1.58%	9
2023 Q1	$19.9M	Buy	319,626 +11,807	+4%	+$738K	2.15%	5
2022 Q4	$19.7M	Buy	+307,819	New	+$19.1M	2.31%	3

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cyndeo Wealth Partners's SPLV Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.32% in Q1 2026, buying an estimated $815 and bringing the position to 3,449 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #439.

Cyndeo Wealth Partners first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.9M in Q1 2023. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Cyndeo Wealth Partners held 3,449 shares of Invesco S&P 500 Low Volatility ETF worth $252K as of Q1 2026.
Cyndeo Wealth Partners bought 11 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $815.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #439 holding.
Cyndeo Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $19.9M in Q1 2023.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.