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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
2024-09-30 $214k 3.0k 71.73
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)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Invesco S&p 500 Low Volatility Etf

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

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