Fort Point Capital Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Fort Point Capital Partners’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 Q3	–	Sell	-3,520	Closed	-$256K	–	304
2025 Q2	$256K	Buy	3,520 +1	+0%	+$72	0.02%	294
2025 Q1	$263K	Buy	3,519 +1	+0%	+$72	0.03%	280
2024 Q4	$246K	Buy	3,518 +1	+0%	+$72	0.03%	277
2024 Q3	$252K	Buy	3,517 +2	+0.1%	+$137	0.03%	253
2024 Q2	$228K	Buy	3,515 +1	+0%	+$65	0.03%	289
2024 Q1	$231K	Buy	3,514 +2	+0.1%	+$128	0.03%	292
2023 Q4	$220K	Buy	3,512 +2	+0.1%	+$120	0.03%	271
2023 Q3	$206K	Buy	3,510 +1	+0%	+$62	0.03%	256
2023 Q2	$220K	Buy	3,509 +92	+3%	+$5.76K	0.03%	253
2023 Q1	$213K	Buy	+3,417	New	+$213K	0.03%	253

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fort Point Capital Partners's SPLV Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2025, closing a stake of 3,520 shares — an estimated $256K sold.

Fort Point Capital Partners first reported a position in SPLV in Q1 2023 and held it in 10 quarters. The position peaked at $263K in Q1 2025. 729 funds tracked by Wall St. Rank hold SPLV as of Q3 2025.

Fort Point Capital Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 3,520 Invesco S&P 500 Low Volatility ETF shares in Q3 2025, an estimated $256K.
Fort Point Capital Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2023 and held it in 10 quarters.
Fort Point Capital Partners's Invesco S&P 500 Low Volatility ETF position peaked at $263K in Q1 2025.
729 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.