JFS Wealth Advisors »

Invesco S&p 500 Low Volatility Etf shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 170k 71.73
2024-06-30 $11M 170k 64.95
2024-03-31 $12M 177k 65.87
2023-12-31 $14M 224k 62.66
2023-09-30 $14M 241k 58.79
2023-06-30 $15M 246k 62.81
2023-03-31 $15M 245k 62.40
2022-12-31 $16M 254k 63.90
2022-09-30 $15M 255k 57.83
2022-06-30 $16M 251k 62.00
2022-03-31 $16M 245k 67.09
2021-12-31 $17M 250k 68.63
2021-09-30 $15M 254k 60.84
2021-06-30 $16M 254k 60.91
2021-03-31 $15M 259k 58.15
2020-12-31 $15M 264k 56.23
2020-09-30 $15M 272k 53.64
2020-06-30 $14M 275k 49.68
2020-03-31 $13M 267k 46.92
2019-12-31 $7.1M 122k 58.34
2019-09-30 $6.8M 117k 57.90
2019-06-30 $6.5M 119k 55.02
2019-03-31 $6.3M 121k 52.64
2018-12-31 $5.8M 125k 46.65
2018-09-30 $6.1M 124k 49.52
2018-06-30 $6.1M 129k 47.41

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

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