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Root Financial Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Root Financial 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
Q1 		$116K Sell
1,591
-2
-0.1% -$148 0.01% 512
2025
Q4 		$114K Sell
1,593
-68
-4% -$4.89K 0.01% 425
2025
Q3 		$122K Buy
+1,661
New +$121K 0.01% 382

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Root Financial Partners's SPLV Position: Q1 2026 in Review

Root Financial Partners reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.13% in Q1 2026, selling an estimated $148 and leaving 1,591 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #512.

Root Financial Partners first reported a position in SPLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $122K in Q3 2025. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Root Financial Partners held 1,591 shares of Invesco S&P 500 Low Volatility ETF worth $116K as of Q1 2026.
  • Root Financial Partners sold 2 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $148.
  • Invesco S&P 500 Low Volatility ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #512 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $122K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.