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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

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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

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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
2024-03-31 $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)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

View all positions for Gradient Capital Advisors

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
Bank of New York Mellon
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Advantus Capital Management
Brookstone Capital Management

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