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 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

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

Farther Finance Advisors's SPLV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.4% in Q2 2026, selling an estimated $46.6K and leaving 44,677 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #529.

Farther Finance Advisors first reported a position in SPLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.91M in Q1 2025. 756 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Farther Finance Advisors held 44,677 shares of Invesco S&P 500 Low Volatility ETF worth $3.35M as of Q2 2026.
Farther Finance Advisors sold 633 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $46.6K.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #529 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $4.91M in Q1 2025.
756 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.