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 Q2	$6.88M	Buy	91,819 +6,568	+8%	+$484K	0.01%	836
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 $1.55T 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

Focus Partners Wealth's SPLV Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 7.7% in Q2 2026, buying an estimated $484K and bringing the position to 91,819 shares worth $6.88M. The position accounts for 0.01% of the portfolio, ranked #836.

Focus Partners Wealth first reported a position in SPLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.18M in Q2 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Focus Partners Wealth held 91,819 shares of Invesco S&P 500 Low Volatility ETF worth $6.88M as of Q2 2026.
Focus Partners Wealth bought 6,568 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $484K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #836 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Invesco S&P 500 Low Volatility ETF position peaked at $7.18M in Q2 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.