Invesco S&p 500 Low Volatility Etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Invesco S&p 500 Low Volatility Etf
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Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 34k | 62.66 |
| 2023-09-30 | $2.0M | 34k | 58.79 |
| 2023-06-30 | $2.1M | 175k | 11.80 |
| 2023-03-31 | $233k | 4.8k | 48.15 |
| 2022-12-31 | $2.3M | 35k | 63.90 |
| 2022-09-30 | $2.0M | 34k | 57.83 |
| 2022-06-30 | $2.2M | 36k | 62.00 |
| 2022-03-31 | $2.4M | 36k | 67.09 |
| 2021-12-31 | $2.5M | 36k | 68.62 |
| 2021-09-30 | $2.2M | 36k | 60.85 |
| 2021-06-30 | $2.3M | 37k | 60.91 |
| 2021-03-31 | $2.2M | 38k | 58.15 |
| 2020-12-31 | $2.1M | 38k | 56.24 |
| 2020-09-30 | $2.1M | 39k | 53.65 |
| 2020-06-30 | $2.1M | 41k | 49.69 |
| 2020-03-31 | $2.1M | 45k | 46.93 |
| 2019-12-31 | $2.6M | 45k | 58.34 |
| 2019-09-30 | $2.8M | 48k | 57.90 |
| 2019-06-30 | $3.1M | 56k | 55.01 |
| 2019-03-31 | $3.0M | 58k | 52.64 |
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