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 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

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

Root Financial Partners's SPLV Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 1,591 shares — an estimated $116K sold.

Root Financial Partners first reported a position in SPLV in Q3 2025 and held it in 3 quarters. The position peaked at $122K in Q3 2025. 757 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Root Financial Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,591 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $116K.
Root Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $122K in Q3 2025.
757 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.