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

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

Historical chart of Capstone Wealth Management Group investment in Invesco S&p 500 Low Volatility Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Low Volatility Etf held by Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 17k 73.14
2025-12-31 $1.2M 17k 71.42
2025-09-30 $1.3M 17k 73.48
2025-06-30 $1.3M 17k 72.82
2025-03-31 $1.3M 18k 74.72
2024-12-31 $1.3M 18k 70.00

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Tec (XLK)
Wheaton Precious Metals Corp (WPM)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (BILS)
Select Sector Spdr Tr State Street Fin (XLF)
Vaneck Etf Trust Gold Miners Etf (GDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Silver Tr Ishares (SLV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ene (XLE)
Lam Research Corp Com New (LRCX)

View all positions for Capstone Wealth Management Group

Top funds holding Invesco S&p 500 Low Volatility Etf

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

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