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

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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $319k 4.8k 65.87
2023-12-31 $299k 4.8k 62.66
2023-09-30 $285k 4.9k 58.79
2023-06-30 $522k 8.3k 62.81
2023-03-31 $1.1M 18k 62.40
2022-12-31 $1.2M 18k 63.90

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View all positions for Lodestone 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