Cherry Tree Wealth Management »

Invesco S&p 500 Low Volatility Etf shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Invesco S&p 500 Low Volatility Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Low Volatility Etf held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 107k 65.87
2023-12-31 $7.1M 113k 62.66
2023-09-30 $7.0M 120k 58.79
2023-06-30 $7.8M 124k 62.81

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
Diamond Capital Management
Bank Of Montreal
Alaska Permanent Fund Corp
LPL Financial
FMR
Global Assets Advisory
Wells Fargo & Company
Commonwealth Equity Services
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
Bank of New York Mellon
UBS Group

View all funds holding Invesco S&p 500 Low Volatility Etf