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

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 18k 71.42
2025-09-30 $1.0M 14k 73.48
2025-06-30 $896k 12k 72.82
2025-03-31 $930k 12k 74.72
2024-12-31 $1.0M 15k 70.00
2024-09-30 $552k 7.7k 71.64
2024-06-30 $210k 3.2k 64.95
2024-03-31 $661k 10k 65.87
2023-12-31 $715k 11k 62.66
2023-09-30 $394k 6.7k 58.79
2023-06-30 $310k 4.9k 62.81

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Microsoft Corporation Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Amazon Com Incorporated Common Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Broadcom Incorporated Common Stock (AVGO)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Invesco S&p 500 Low Volatility Etf

LPL Financial
FMR
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Two Sigma Investments
Invesco
Commonwealth Equity Services
Pnc Financial Services
Raymond James Financial
UBS Group
Bank of New York Mellon
Envestnet Asset Management
Advantus Capital Management
Advisor Group Holdings

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