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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $786k 11k 73.48
2025-06-30 $882k 12k 72.82
2025-03-31 $911k 12k 74.72
2024-12-31 $894k 13k 70.00
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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Wisdomtree Tr Floatng Rat Trea (USFR)
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First Tr Exchange-traded First Tr Enh New (FTSM)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

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