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Invesco S&p 500 Low Volatility Etf shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $25M 361k 70.00
2024-09-30 $26M 367k 71.73
2024-06-30 $25M 381k 64.95
2024-03-31 $25M 378k 65.87
2023-12-31 $24M 386k 62.66
2023-09-30 $24M 411k 58.79
2023-06-30 $26M 418k 62.81
2023-03-31 $27M 434k 62.40
2022-12-31 $27M 426k 63.90
2022-06-30 $24M 378k 62.00
2022-03-31 $25M 365k 67.09
2021-12-31 $25M 363k 68.63
2021-09-30 $22M 365k 60.84
2021-06-30 $22M 354k 60.91
2021-03-31 $20M 345k 58.15
2020-12-31 $18M 321k 56.23
2020-09-30 $17M 319k 53.64
2020-06-30 $15M 310k 49.68
2019-12-31 $2.3M 39k 58.35

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Alaska Permanent Fund Corp
LPL Financial
FMR
Wells Fargo & Company
Merit Financial Group
Envestnet Asset Management
Commonwealth Equity Services
Invesco
Bank of New York Mellon
Pnc Financial Services
Ameriprise Financial
Royal Bank of Canada
Lockheed Martin Investment Management Company
UBS Group

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