Kovitz Investment Group Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kovitz Investment Group 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 Q4	–	Sell	-10,286	Closed	-$756K	–	1202
2025 Q3	$756K	Sell	10,286 -59	-0.6%	-$4.31K	﹤0.01%	900
2025 Q2	$753K	Buy	10,345 +4,480	+76%	+$324K	﹤0.01%	860
2025 Q1	$438K	Sell	5,865 -5,257	-47%	-$380K	﹤0.01%	941
2024 Q4	$779K	Buy	11,122 +1,939	+21%	+$140K	﹤0.01%	778
2024 Q3	$483K	Buy	9,183 +1,202	+15%	+$82.5K	﹤0.01%	760
2024 Q2	$518K	Buy	7,981 +3	+0%	+$194	﹤0.01%	649
2024 Q1	$526K	Buy	+7,978	New	+$509K	0.01%	497
2020 Q1	–	Sell	-5,260	Closed	-$307K	–	395
2019 Q4	$307K	Buy	+5,260	New	+$302K	0.01%	342

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's SPLV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 10,286 shares — an estimated $756K sold.

Kovitz Investment Group Partners first reported a position in SPLV in Q4 2019 and held it in 8 quarters. The position peaked at $779K in Q4 2024. 750 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,286 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $756K.
Kovitz Investment Group Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 8 quarters.
Kovitz Investment Group Partners's Invesco S&P 500 Low Volatility ETF position peaked at $779K in Q4 2024.
750 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.