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Invesco S&p 500 Low Volatility Etf shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 57k 70.00
2024-09-30 $4.2M 58k 71.73
2024-06-30 $3.8M 58k 64.95
2024-03-31 $3.8M 58k 65.87
2023-12-31 $3.7M 59k 62.66
2023-09-30 $3.7M 62k 58.79
2023-06-30 $4.5M 71k 62.81
2023-03-31 $4.5M 72k 62.40
2022-12-31 $4.6M 72k 63.90
2022-09-30 $4.2M 72k 57.83
2022-06-30 $4.5M 73k 62.00
2022-03-31 $5.0M 74k 67.09
2021-12-31 $5.1M 74k 68.63
2021-09-30 $4.5M 74k 60.84
2021-06-30 $4.5M 75k 60.90
2021-03-31 $4.4M 76k 58.15
2020-12-31 $4.5M 79k 56.22
2020-09-30 $4.3M 80k 53.64
2020-06-30 $4.0M 80k 49.69
2020-03-31 $4.0M 86k 46.91
2019-12-31 $5.1M 87k 58.34
2019-09-30 $5.0M 87k 57.89
2019-06-30 $892k 16k 55.02
2019-03-31 $4.6M 88k 52.64
2018-12-31 $4.2M 91k 46.65
2018-09-30 $4.7M 95k 49.52
2018-06-30 $4.7M 98k 47.41

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Klingman & Associates

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Alaska Permanent Fund Corp
LPL Financial
FMR
Wells Fargo & Company
Merit Financial Group
Envestnet Asset Management
Commonwealth Equity Services
Invesco
Bank of New York Mellon
Pnc Financial Services
Ameriprise Financial
Royal Bank of Canada
Lockheed Martin Investment Management Company
UBS Group

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