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

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

Historical chart of Heirloom 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 Heirloom 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 16k 73.14

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Top funds holding Invesco S&p 500 Low Volatility Etf

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

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