Invesco S&p 500 Low Volatility Etf shares owned by Appleton Partners
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners 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 Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 2.9k | 73.35 |
| 2025-06-30 | $208k | 2.9k | 72.65 |
| 2025-03-31 | $219k | 2.9k | 74.67 |
| 2024-12-31 | $232k | 3.3k | 69.92 |
| 2024-09-30 | $242k | 3.4k | 71.85 |
| 2024-06-30 | $256k | 3.9k | 65.02 |
| 2024-03-31 | $280k | 4.2k | 65.93 |
| 2023-12-31 | $293k | 4.7k | 62.71 |
| 2023-09-30 | $335k | 5.7k | 58.88 |
| 2023-06-30 | $377k | 6.0k | 62.78 |
| 2023-03-31 | $215k | 3.4k | 62.41 |
| 2022-12-31 | $220k | 3.4k | 63.86 |
| 2019-09-30 | $268k | 4.6k | 57.96 |
| 2019-06-30 | $220k | 4.0k | 55.10 |
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