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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

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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
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 S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Invesco
Commonwealth Equity Services
Envestnet Asset Management
Bank of New York Mellon
Pnc Financial Services
Royal Bank of Canada
Advantus Capital Management
Kestra Advisory Services
Equitable Holdings
Brookstone Capital Management
Raymond James Financial Services Advisors

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