Invesco S&p 500 Low Volatility Etf shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Invesco S&p 500 Low Volatility Etf
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Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $409k | 6.3k | 64.95 |
| 2024-03-31 | $418k | 6.3k | 65.88 |
| 2023-12-31 | $397k | 6.3k | 62.66 |
| 2022-12-31 | $1.1M | 17k | 63.90 |
| 2022-09-30 | $500k | 8.7k | 57.78 |
| 2022-06-30 | $537k | 8.7k | 62.00 |
| 2022-03-31 | $743k | 11k | 67.05 |
| 2021-09-30 | $907k | 15k | 60.83 |
| 2021-06-30 | $1.1M | 18k | 60.88 |
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