Invesco S&p 500 Low Volatility Etf shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Invesco S&p 500 Low Volatility Etf
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Download as csvQuarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 4.2k | 73.47 |
| 2025-06-30 | $304k | 4.2k | 72.81 |
| 2025-03-31 | $311k | 4.2k | 74.73 |
| 2024-12-31 | $291k | 4.2k | 70.00 |
| 2024-09-30 | $305k | 4.2k | 71.72 |
| 2024-06-30 | $271k | 4.2k | 64.96 |
| 2024-03-31 | $299k | 4.5k | 65.87 |
| 2023-12-31 | $329k | 5.2k | 62.66 |
| 2023-09-30 | $296k | 5.0k | 58.79 |
| 2023-06-30 | $315k | 5.0k | 62.81 |
| 2023-03-31 | $313k | 5.0k | 62.40 |
| 2022-12-31 | $319k | 5.0k | 63.90 |
| 2022-09-30 | $298k | 5.2k | 57.80 |
| 2022-06-30 | $319k | 5.2k | 61.94 |
| 2022-03-31 | $345k | 5.1k | 67.00 |
| 2021-12-31 | $398k | 5.8k | 68.63 |
| 2021-09-30 | $266k | 4.4k | 60.88 |
| 2021-06-30 | $266k | 4.4k | 60.90 |
| 2021-03-31 | $254k | 4.4k | 58.19 |
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