Gradient Capital Advisors »

Invesco S&p 500 Low Volatility Etf shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 6.1k 71.73
2024-06-30 $399k 6.1k 64.95
2024-03-31 $441k 6.7k 65.87
2023-12-31 $420k 6.7k 62.66
2023-09-30 $423k 7.2k 58.79
2023-06-30 $454k 7.2k 62.81
2023-03-31 $455k 7.3k 62.40
2022-12-31 $484k 7.6k 63.90
2022-09-30 $438k 7.6k 57.88
2022-06-30 $469k 7.6k 61.97
2022-03-31 $518k 7.7k 67.14
2021-12-31 $499k 7.3k 68.69
2021-09-30 $430k 7.1k 60.81
2021-06-30 $421k 6.9k 60.92
2021-03-31 $399k 6.9k 58.14
2020-12-31 $383k 6.8k 56.22
2020-09-30 $363k 6.8k 53.71
2020-06-30 $366k 7.4k 49.67
2020-03-31 $343k 7.3k 46.93
2019-12-31 $439k 7.5k 58.28
2019-09-30 $433k 7.5k 57.87
2019-06-30 $409k 7.4k 55.05
2019-03-31 $392k 7.5k 52.61
2018-12-31 $345k 7.4k 46.67
2018-09-30 $371k 7.5k 49.49
2018-06-30 $360k 7.6k 47.47

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

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