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Invesco S&p 500 Low Volatility Etf shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth 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 HCR Wealth 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $381k 5.3k 71.73
2024-06-30 $331k 5.1k 64.95
2024-03-31 $336k 5.1k 65.88
2023-12-31 $319k 5.1k 62.67
2023-09-30 $305k 5.2k 58.80
2023-06-30 $370k 5.9k 62.81
2023-03-31 $368k 5.9k 62.40
2022-12-31 $377k 5.9k 63.90
2022-09-30 $341k 5.9k 57.88
2022-06-30 $365k 5.9k 61.96
2022-03-31 $408k 6.1k 67.17
2021-12-31 $417k 6.1k 68.65
2021-09-30 $440k 7.2k 60.85
2021-06-30 $750k 12k 60.89
2021-03-31 $867k 15k 58.12