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 Q3	$112K	Buy	+1,591	New	+$119K	﹤0.01%	680
2026 Q2	–	Sell	-1,591	Closed	-$116K	–	2781
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $495M AUM 13.16% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Root Financial Partners's SPLV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q3 2026: 1,591 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPLV as recently as Q1 2026.

Root Financial Partners first reported a position in SPLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $122K in Q3 2025. 445 funds tracked by Wall St. Rank hold SPLV as of Q3 2026.

Root Financial Partners held 1,591 shares of Invesco S&P 500 Low Volatility ETF worth $112K as of Q3 2026.
Invesco S&P 500 Low Volatility ETF was a new Root Financial Partners position in Q3 2026.
Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #680 holding.
Root Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $122K in Q3 2025.
445 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.