GRP
SPMV

Global Retirement Partners’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Global Retirement Partners’s Portfolio SPMV Stock Details SPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.52K Hold
50
– – ﹤0.01% 3656
2025
Q3 		$2.49K Hold
50
– – ﹤0.01% 3239
2025
Q2 		$2.42K Buy
+50
New +$2.33K ﹤0.01% 3170
2024
Q4 		$2.29K Hold
50
– – ﹤0.01% 3026
2024
Q3 		$2.34K Hold
50
– – ﹤0.01% 2889
2024
Q2 		$2.19K Hold
50
– – ﹤0.01% 2937
2024
Q1 		$2.14K Hold
50
– – ﹤0.01% 2723
2023
Q4 		$1.99K Sell
50
-125
-71% -$4.68K ﹤0.01% 2675
2023
Q3 		$6.27K Hold
175
– – ﹤0.01% 2109
2023
Q2 		$6.71K Hold
175
– – ﹤0.01% 2099
2023
Q1 		$6.56K Buy
+175
New +$6.4K ﹤0.01% 2079

Other funds holding SPMV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's SPMV Position: Q4 2025 in Review

Global Retirement Partners held its Invesco S&P 500 Minimum Variance ETF (SPMV) position steady in Q4 2025 at 50 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Global Retirement Partners first reported a position in SPMV in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.71K in Q2 2023. 7 funds tracked by Wall St. Rank hold SPMV as of Q4 2025.

  • Global Retirement Partners held 50 shares of Invesco S&P 500 Minimum Variance ETF worth $2.52K as of Q4 2025.
  • Global Retirement Partners left its Invesco S&P 500 Minimum Variance ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 Minimum Variance ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3656 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Minimum Variance ETF in Q1 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's Invesco S&P 500 Minimum Variance ETF position peaked at $6.71K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.