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Invesco S&p 500 Low Volatility Etf shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 15k 71.73
2024-06-30 $1.5M 23k 65.87
2024-03-31 $1.6M 24k 65.87

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View all positions for Holistic Planning

Top funds holding Invesco S&p 500 Low Volatility Etf

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

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