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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Low Volatility Etf held by Castle 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 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