Invesco S&p 500 Low Volatility Etf shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Invesco S&p 500 Low Volatility Etf
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Download as csvQuarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 4.7k | 73.48 |
| 2025-06-30 | $342k | 4.7k | 72.82 |
| 2025-03-31 | $351k | 4.7k | 74.72 |
| 2024-12-31 | $329k | 4.7k | 70.00 |
| 2024-09-30 | $337k | 4.7k | 71.73 |
| 2024-06-30 | $305k | 4.7k | 64.95 |
| 2024-03-31 | $321k | 4.9k | 65.87 |
| 2023-12-31 | $321k | 5.1k | 62.66 |
| 2023-09-30 | $346k | 5.9k | 58.79 |
| 2023-06-30 | $369k | 5.9k | 62.81 |
| 2023-03-31 | $371k | 5.9k | 62.40 |
| 2022-12-31 | $379k | 5.9k | 63.90 |
| 2022-09-30 | $343k | 5.9k | 57.76 |
| 2022-06-30 | $368k | 5.9k | 61.97 |
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