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Invesco S&p 500 Low Volatility Etf shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 210 73.48
2025-06-30 $15k 210 72.82
2025-03-31 $16k 210 74.72
2024-12-31 $15k 210 70.00

More positions owned by Bernard Wealth Management Corp.

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Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Visa Com Cl A (V)

View all positions for Bernard Wealth Management Corp.

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
LPL Financial
FMR
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Two Sigma Investments
Invesco
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Raymond James Financial
Bank of New York Mellon
Envestnet Asset Management
Advantus Capital Management

View all funds holding Invesco S&p 500 Low Volatility Etf