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Invesco S&p 500 Low Volatility Etf shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $470k 6.6k 71.42
2025-09-30 $499k 6.8k 73.48
2025-06-30 $509k 7.0k 72.82
2025-03-31 $566k 7.6k 74.72
2024-12-31 $489k 7.0k 70.00
2024-06-30 $452k 7.0k 64.57
2024-03-31 $466k 7.1k 65.87
2023-12-31 $483k 7.7k 62.66
2023-09-30 $449k 7.7k 58.27
2023-06-30 $484k 7.7k 62.81
2023-03-31 $481k 7.7k 62.40
2022-12-31 $492k 7.7k 63.90
2022-09-30 $462k 8.0k 57.78
2022-06-30 $524k 8.5k 61.98
2022-03-31 $567k 8.5k 67.06
2021-12-31 $580k 8.5k 68.60
2021-09-30 $517k 8.5k 60.80
2021-06-30 $518k 8.5k 60.92
2021-03-31 $508k 8.7k 58.19
2020-12-31 $491k 8.7k 56.24
2020-09-30 $468k 8.7k 53.61
2020-06-30 $434k 8.7k 49.71
2020-03-31 $410k 8.7k 46.96
2019-12-31 $509k 8.7k 58.30
2019-09-30 $503k 8.7k 57.62
2019-06-30 $513k 9.3k 55.02
2019-03-31 $490k 9.3k 52.64
2018-12-31 $366k 7.8k 46.68

More positions owned by Graves-Light Private Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (SDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Select Sector Spdr Tr State Street Hea (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Graves-Light Private Wealth Management

Top funds holding Invesco S&p 500 Low Volatility Etf

LPL Financial
FMR
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Two Sigma Investments
Invesco
Commonwealth Equity Services
Pnc Financial Services
Raymond James Financial
UBS Group
Bank of New York Mellon
Envestnet Asset Management
Advantus Capital Management
Advisor Group Holdings

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