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Invesco S&p 500 Low Volatility Etf shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 3.7k 65.88
2023-12-31 $853k 14k 62.66
2023-09-30 $14M 239k 58.79
2023-06-30 $15M 241k 62.81
2023-03-31 $20M 320k 62.40
2022-12-31 $20M 308k 63.90

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Balentine
Diamond Capital Management
Alaska Permanent Fund Corp
Global Assets Advisory
Bank Of Montreal
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
UBS Group
Advisor Group Holdings
Advantus Capital Management
Brookstone Capital Management

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