GRP
SPLV icon

Global Retirement Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Global Retirement 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
2026
Q2 		$2.77M Buy
+37,040
New +$2.73M 0.04% 388
2025
Q4 		$2.63M Buy
36,812
+570
+2% +$41K 0.05% 359
2025
Q3 		$2.66M Sell
36,242
-758
-2% -$55.4K 0.06% 292
2025
Q2 		$2.69M Buy
+37,000
New +$2.68M 0.07% 264
2024
Q4 		$2.32M Buy
33,181
+18,783
+130% +$1.36M 0.07% 273
2024
Q3 		$1.03M Buy
14,398
+1,603
+13% +$110K 0.03% 439
2024
Q2 		$831K Sell
12,795
-85
-0.7% -$5.5K 0.03% 466
2024
Q1 		$848K Sell
12,880
-2,090
-14% -$133K 0.03% 394
2023
Q4 		$941K Sell
14,970
-748
-5% -$45K 0.04% 352
2023
Q3 		$916K Sell
15,718
-5,556
-26% -$343K 0.05% 322
2023
Q2 		$1.34M Sell
21,274
-327
-2% -$20.5K 0.07% 264
2023
Q1 		$1.37M Sell
21,601
-22,961
-52% -$1.43M 0.07% 250
2022
Q4 		$2.85M Sell
44,562
-1,783
-4% -$111K 0.2% 118
2022
Q3 		$2.86M Sell
46,345
-7,299
-14% -$462K 0.22% 104
2022
Q2 		$3.33M Buy
53,644
+864
+2% +$55.9K 0.27% 89
2022
Q1 		$3.39M Buy
+52,780
New +$3.43M 0.27% 90
2021
Q4 		– Sell
-2,209
Closed -$134K – 1573
2021
Q3 		$134K Buy
2,209
+1,000
+83% +$63K 0.01% 568
2021
Q2 		$74K Buy
1,209
+1
+0.1% +$61 0.01% 721
2021
Q1 		$70K Buy
1,208
+76
+7% +$4.27K 0.01% 667
2020
Q4 		$64K Buy
1,132
+360
+47% +$19.8K 0.01% 659
2020
Q3 		$41K Sell
772
-1,794
-70% -$95.2K 0.01% 696
2020
Q2 		$127K Sell
2,566
-3,780
-60% -$186K 0.02% 439
2020
Q1 		$298K Sell
6,346
-12,978
-67% -$726K 0.06% 261
2019
Q4 		$1.13M Buy
19,324
+1,983
+11% +$114K 0.17% 130
2019
Q3 		$1M Buy
17,341
+14,246
+460% +$803K 0.17% 135
2019
Q2 		$170K Buy
3,095
+2,291
+285% +$123K 0.03% 364
2019
Q1 		$42K Buy
804
+682
+559% +$34.2K 0.01% 590
2018
Q4 		$6K Sell
122
-670
-85% -$32.5K ﹤0.01% 1126
2018
Q3 		$39K Hold
792
– – 0.01% 620
2018
Q2 		$38K Sell
792
-151
-16% -$7.08K 0.01% 608
2018
Q1 		$44K Buy
943
+732
+347% +$34.6K 0.01% 561
2017
Q4 		$10K Sell
211
-224
-51% -$10.6K ﹤0.01% 920
2017
Q3 		$20K Buy
+435
New +$19.7K 0.01% 653

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Global Retirement Partners's SPLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026: 37,040 shares worth $2.77M. The stake represents 0.04% of the portfolio and ranks #388 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPLV as recently as Q4 2025.

Global Retirement Partners first reported a position in SPLV in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.39M in Q1 2022. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Global Retirement Partners held 37,040 shares of Invesco S&P 500 Low Volatility ETF worth $2.77M as of Q2 2026.
  • Invesco S&P 500 Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #388 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's Invesco S&P 500 Low Volatility ETF position peaked at $3.39M in Q1 2022.
  • 755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.