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Invesco S&p 500 Low Volatility Etf shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 6.0k 73.48
2025-06-30 $444k 6.0k 73.72
2025-03-31 $450k 6.0k 74.72
2024-12-31 $423k 6.0k 70.00
2024-09-30 $433k 6.0k 71.73
2024-06-30 $409k 6.3k 64.95

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Jpmorgan Usd Emg (EMB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Kla Corp Com New (KLAC)
Amphenol Corp Cl A (APH)
Broadcom (AVGO)
Eaton Corp SHS (ETN)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Heritage Family Offices

Top funds holding Invesco S&p 500 Low Volatility Etf

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

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