Invesco S&p 500 Low Volatility Etf shares owned by Berger Financial Group
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group 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 Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $475k | 6.5k | 73.48 |
| 2025-06-30 | $481k | 6.6k | 72.82 |
| 2025-03-31 | $556k | 7.4k | 74.72 |
| 2024-12-31 | $530k | 7.6k | 70.00 |
| 2024-09-30 | $542k | 7.5k | 71.73 |
| 2024-03-31 | $578k | 8.8k | 65.87 |
| 2023-12-31 | $506k | 8.1k | 62.66 |
| 2023-09-30 | $456k | 7.8k | 58.79 |
| 2023-06-30 | $504k | 8.0k | 62.81 |
| 2023-03-31 | $578k | 9.3k | 62.40 |
| 2022-12-31 | $623k | 9.7k | 63.90 |
| 2022-09-30 | $558k | 9.7k | 57.79 |
| 2022-06-30 | $577k | 9.3k | 61.98 |
| 2022-03-31 | $599k | 8.9k | 67.14 |
| 2021-12-31 | $595k | 8.7k | 68.68 |
| 2021-09-30 | $448k | 7.4k | 60.79 |
| 2021-06-30 | $386k | 6.3k | 60.84 |
| 2021-03-31 | $319k | 5.5k | 58.11 |
| 2020-12-31 | $333k | 5.9k | 56.30 |
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