FFA
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Farther Finance Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Farther Finance Advisors’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
Q3 		$3.6M Buy
51,113
+6,436
+14% +$483K 0.03% 536
2026
Q2 		$3.35M Sell
44,677
-633
-1% -$46.6K 0.03% 529
2026
Q1 		$3.32M Buy
45,310
+166
+0.4% +$12.3K 0.03% 472
2025
Q4 		$3.22M Sell
45,144
-13,639
-23% -$981K 0.03% 430
2025
Q3 		$4.32M Sell
58,783
-8,223
-12% -$601K 0.07% 250
2025
Q2 		$4.88M Buy
67,006
+1,286
+2% +$93.1K 0.1% 195
2025
Q1 		$4.91M Buy
65,720
+41,522
+172% +$3M 0.13% 152
2024
Q4 		$1.69M Buy
24,198
+6,607
+38% +$477K 0.06% 247
2024
Q3 		$1.26M Buy
17,591
+16,354
+1,322% +$1.12M 0.05% 292
2024
Q2 		$79.9K Buy
1,237
+585
+90% +$37.9K ﹤0.01% 1227
2024
Q1 		$42.7K Hold
652
– – ﹤0.01% 1242
2023
Q4 		$40.9K Buy
652
+188
+41% +$11.3K ﹤0.01% 1113
2023
Q3 		$27.3K Hold
464
– – ﹤0.01% 993
2023
Q2 		$29.1K Hold
464
– – 0.01% 870
2023
Q1 		$29K Buy
464
+170
+58% +$10.6K 0.01% 780
2022
Q4 		$18.8K Buy
+294
New +$18.2K 0.01% 755

Other funds holding SPLV

DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Farther Finance Advisors's SPLV Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 14% in Q3 2026, buying an estimated $483K and bringing the position to 51,113 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #536.

Farther Finance Advisors first reported a position in SPLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.91M in Q1 2025. 30 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

  • Farther Finance Advisors held 51,113 shares of Invesco S&P 500 Low Volatility ETF worth $3.6M as of Q3 2026.
  • Farther Finance Advisors bought 6,436 Invesco S&P 500 Low Volatility ETF shares in Q3 2026, an estimated $483K.
  • Invesco S&P 500 Low Volatility ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #536 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $4.91M in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.