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Invesco S&p 500 Low Volatility Etf shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $221k 3.4k 64.95
2024-03-31 $233k 3.5k 65.87
2022-09-30 $207k 3.6k 57.69

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Invesco
Commonwealth Equity Services
Envestnet Asset Management
Bank of New York Mellon
Pnc Financial Services
Royal Bank of Canada
Advantus Capital Management
Kestra Advisory Services
Equitable Holdings
Brookstone Capital Management
Raymond James Financial Services Advisors

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