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

Sagespring 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
2025
Q4 		– Sell
-20,840
Closed -$1.53M – 809
2025
Q3 		$1.53M Buy
20,840
+14,188
+213% +$1.04M 0.03% 225
2025
Q2 		$484K Buy
+6,652
New +$481K 0.01% 451

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sagespring Wealth Partners's SPLV Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 20,840 shares — an estimated $1.53M sold.

Sagespring Wealth Partners first reported a position in SPLV in Q2 2025 and held it in 2 quarters. The position peaked at $1.53M in Q3 2025. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 20,840 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $1.53M.
  • Sagespring Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $1.53M in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.