Foundations Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Foundations Investment 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 Q1	$407K	Buy	5,560 +31	+0.6%	+$2.3K	0.01%	785
2025 Q4	$395K	Buy	+5,529	New	+$398K	0.01%	793
2025 Q3	–	Sell	-3,446	Closed	-$251K	–	1091
2025 Q2	$251K	Sell	3,446 -150,166	-98%	-$10.9M	﹤0.01%	807
2025 Q1	$11.5M	Buy	153,612 +121,135	+373%	+$8.75M	0.21%	115
2024 Q4	$2.27M	Buy	32,477 +5,144	+19%	+$371K	0.04%	269
2024 Q3	$1.96M	Buy	+27,333	New	+$1.88M	0.04%	270
2022 Q4	–	Sell	-8,926	Closed	-$516K	–	461
2022 Q3	$516K	Buy	+8,926	New	+$565K	0.02%	242

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

Foundations Investment Advisors's SPLV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.56% in Q1 2026, buying an estimated $2.3K and bringing the position to 5,560 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #785.

Foundations Investment Advisors first reported a position in SPLV in Q3 2022 and has held it in 7 quarters since. The position peaked at $11.5M in Q1 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

Foundations Investment Advisors held 5,560 shares of Invesco S&P 500 Low Volatility ETF worth $407K as of Q1 2026.
Foundations Investment Advisors bought 31 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $2.3K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #785 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2022 and has held it in 7 quarters since.
Foundations Investment Advisors's Invesco S&P 500 Low Volatility ETF position peaked at $11.5M in Q1 2025.
754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.