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

Traction 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
2025 Q2	–	Sell	-2,761	Closed	-$206K	–	85
2025 Q1	$206K	Buy	+2,761	New	+$199K	0.16%	52
2024 Q1	–	Sell	-7,316	Closed	-$458K	–	60
2023 Q4	$458K	Buy	+7,316	New	+$440K	0.31%	40

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Traction Financial Partners's SPLV Position: Q2 2025 in Review

Traction Financial Partners sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2025, closing a stake of 2,761 shares — an estimated $206K sold.

Traction Financial Partners first reported a position in SPLV in Q4 2023 and held it in 2 quarters. The position peaked at $458K in Q4 2023. 766 funds tracked by Wall St. Rank hold SPLV as of Q2 2025.

Traction Financial Partners reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Traction Financial Partners sold 2,761 Invesco S&P 500 Low Volatility ETF shares in Q2 2025, an estimated $206K.
Traction Financial Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2023 and held it in 2 quarters.
Traction Financial Partners's Invesco S&P 500 Low Volatility ETF position peaked at $458K in Q4 2023.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2025.

Based on Traction Financial Partners's 13F filing for Q2 2025, filed 15 Jul 2025.