Mosaic Family Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Mosaic Family Wealth 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	$4.29M	Buy	57,217 +21,837	+62%	+$1.61M	0.29%	54
2026 Q1	$2.59M	Buy	+35,380	New	+$2.62M	0.26%	55
2023 Q1	–	Sell	-16,688	Closed	-$1.07M	–	186
2022 Q4	$1.07M	Buy	+16,688	New	+$1.04M	0.3%	54

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

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

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

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mosaic Family Wealth Partners's SPLV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 62% in Q2 2026, buying an estimated $1.61M and bringing the position to 57,217 shares worth $4.29M. The position accounts for 0.29% of the portfolio, ranked #54.

Mosaic Family Wealth Partners first reported a position in SPLV in Q4 2022 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Mosaic Family Wealth Partners held 57,217 shares of Invesco S&P 500 Low Volatility ETF worth $4.29M as of Q2 2026.
Mosaic Family Wealth Partners bought 21,837 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.61M.
Invesco S&P 500 Low Volatility ETF made up 0.29% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #54 holding.
Mosaic Family Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 3 quarters since.
755 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.