Focus Partners Advisor Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Focus Partners Advisor Solutions’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	-3,396	Closed	-$243K	–	1246
2025 Q3	$243K	Buy	+3,396	New	+$248K	﹤0.01%	992
2025 Q2	–	Sell	-2,724	Closed	-$204K	–	1161
2025 Q1	$204K	Buy	+2,724	New	+$197K	﹤0.01%	914
2022 Q3	–	Sell	-3,657	Closed	-$227K	–	430
2022 Q2	$227K	Sell	3,657 -90	-2%	-$5.82K	0.02%	310
2022 Q1	$251K	Buy	+3,747	New	+$244K	0.03%	274

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

Focus Partners Advisor Solutions's SPLV Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 3,396 shares — an estimated $243K sold.

Focus Partners Advisor Solutions first reported a position in SPLV in Q1 2022 and held it in 4 quarters. The position peaked at $251K in Q1 2022. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 3,396 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $243K.
Focus Partners Advisor Solutions first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2022 and held it in 4 quarters.
Focus Partners Advisor Solutions's Invesco S&P 500 Low Volatility ETF position peaked at $251K in Q1 2022.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.