Invesco S&p 500 Low Volatility Etf shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 3.0k | 73.48 |
| 2025-06-30 | $219k | 3.0k | 72.82 |
| 2025-03-31 | $224k | 3.0k | 74.72 |
| 2024-12-31 | $210k | 3.0k | 70.00 |
| 2024-09-30 | $237k | 3.3k | 71.73 |
| 2024-06-30 | $214k | 3.3k | 64.95 |
| 2024-03-31 | $217k | 3.3k | 65.87 |
| 2023-12-31 | $224k | 3.6k | 62.66 |
| 2023-09-30 | $207k | 3.5k | 58.79 |
| 2023-06-30 | $243k | 3.9k | 62.81 |
| 2023-03-31 | $257k | 4.1k | 62.40 |
| 2022-12-31 | $263k | 4.1k | 63.90 |
| 2022-09-30 | $238k | 4.1k | 57.89 |
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