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

Focus Partners Wealth’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	$6.78M	Buy	85,251 +2,970	+4%	+$220K	0.01%	838
2025 Q4	$5.89M	Buy	82,281 +14,068	+21%	+$1.01M	0.01%	889
2025 Q3	$5.01M	Sell	68,213 -30,331	-31%	-$2.22M	0.01%	746
2025 Q2	$7.18M	Buy	98,544 +31,097	+46%	+$2.25M	0.02%	573
2025 Q1	$5.04M	Buy	67,447 +37,142	+123%	+$2.68M	0.01%	623
2024 Q4	$2.12M	Buy	30,305 +13,261	+78%	+$957K	0.01%	819
2024 Q3	$1.22M	Buy	17,044 +11,130	+188%	+$764K	﹤0.01%	893
2024 Q2	$384K	Buy	5,914 +370	+7%	+$24K	﹤0.01%	1009
2024 Q1	$365K	Buy	+5,544	New	+$353K	﹤0.01%	789

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

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

Focus Partners Wealth increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.6% in Q1 2026, buying an estimated $220K and bringing the position to 85,251 shares worth $6.78M. The position accounts for 0.01% of the portfolio, ranked #838.

Focus Partners Wealth first reported a position in SPLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.18M in Q2 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Focus Partners Wealth held 85,251 shares of Invesco S&P 500 Low Volatility ETF worth $6.78M as of Q1 2026.
Focus Partners Wealth bought 2,970 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $220K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #838 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $7.18M in Q2 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.