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

Summit 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	-7,072	Closed	-$520K	–	221
2025 Q3	$520K	Sell	7,072 -1,373	-16%	-$100K	0.09%	132
2025 Q2	$615K	Hold	8,445	–	–	0.12%	117
2025 Q1	$631K	Hold	8,445	–	–	0.13%	111
2024 Q4	$591K	Hold	8,445	–	–	0.12%	116
2024 Q3	$606K	Sell	8,445 -1,842	-18%	-$127K	0.12%	124
2024 Q2	$668K	Hold	10,287	–	–	0.14%	109
2024 Q1	$678K	Hold	10,287	–	–	0.14%	104
2023 Q4	$645K	Hold	10,287	–	–	0.15%	100
2023 Q3	$605K	Hold	10,287	–	–	0.15%	92
2023 Q2	$646K	Hold	10,287	–	–	0.16%	90
2023 Q1	$642K	Sell	10,287 -763	-7%	-$47.7K	0.16%	89
2022 Q4	$706K	Buy	11,050 +763	+7%	+$47.3K	0.19%	79
2022 Q3	$595K	Hold	10,287	–	–	0.17%	77
2022 Q2	$638K	Sell	10,287 -450	-4%	-$29.1K	0.17%	71
2022 Q1	$720K	Buy	10,737 +450	+4%	+$29.3K	0.16%	72
2021 Q4	$706K	Sell	10,287 -1,660	-14%	-$107K	0.15%	74
2021 Q3	$727K	Hold	11,947	–	–	0.17%	70
2021 Q2	$728K	Hold	11,947	–	–	0.17%	73
2021 Q1	$695K	Sell	11,947 -120	-1%	-$6.75K	0.18%	72
2020 Q4	$679K	Hold	12,067	–	–	0.18%	73
2020 Q3	$647K	Hold	12,067	–	–	0.19%	75
2020 Q2	$599K	Hold	12,067	–	–	0.19%	78
2020 Q1	$566K	Sell	12,067 -3,016	-20%	-$169K	0.23%	58
2019 Q4	$880K	Buy	+15,083	New	+$865K	0.3%	51

Other funds holding SPLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Summit Wealth Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2025, closing a stake of 7,072 shares — an estimated $520K sold.

Summit Wealth Partners first reported a position in SPLV in Q4 2019 and held it in 24 quarters. The position peaked at $880K in Q4 2019. 749 funds tracked by Wall St. Rank hold SPLV as of Q4 2025.

Summit Wealth Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Partners sold 7,072 Invesco S&P 500 Low Volatility ETF shares in Q4 2025, an estimated $520K.
Summit Wealth Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2019 and held it in 24 quarters.
Summit Wealth Partners's Invesco S&P 500 Low Volatility ETF position peaked at $880K in Q4 2019.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.