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

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

Historical chart of CFG Wealth Management Services 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 CFG Wealth Management Services 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 CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.1M 95k 74.48
2025-12-31 $6.7M 93k 71.42

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Morgan Stanley
Two Sigma Investments
LPL Financial
FMR
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Invesco
Commonwealth Equity Services
Pnc Financial Services
Goldman Sachs Group
Picton Mahoney Asset Management
Raymond James Financial
UBS Group

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