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

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

Historical chart of Geneos Wealth Management 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 Geneos 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.2M 80k 64.95
2024-03-31 $5.1M 78k 65.87
2023-12-31 $6.7M 107k 62.66
2023-09-30 $6.7M 114k 58.79
2023-06-30 $7.4M 117k 62.81
2023-03-31 $6.9M 110k 62.40
2022-12-31 $5.5M 86k 63.90
2022-09-30 $7.5M 130k 57.83
2022-06-30 $9.4M 149k 62.98
2022-03-31 $7.2M 107k 67.08
2021-12-31 $8.2M 120k 68.63
2021-09-30 $2.9M 47k 61.10
2021-06-30 $2.9M 47k 61.61
2021-03-31 $6.4M 107k 60.43
2020-12-31 $3.3M 114k 28.80
2020-09-30 $3.3M 63k 52.85
2020-06-30 $3.1M 64k 48.50
2020-03-31 $3.5M 76k 46.93
2019-12-31 $4.4M 76k 58.18
2019-09-30 $3.8M 66k 57.75
2019-06-30 $2.0M 36k 55.01
2019-03-31 $1.7M 31k 52.62
2018-12-31 $1.3M 27k 46.23
2018-09-30 $1.4M 28k 49.51
2018-06-30 $1.2M 25k 47.38

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
Alaska Permanent Fund Corp
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Commonwealth Equity Services
Invesco
Bank of New York Mellon
Pnc Financial Services
Royal Bank of Canada
Advantus Capital Management
Equitable Holdings
Kestra Advisory Services
Brookstone Capital Management

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