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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
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)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)

View all positions for Klingman & Associates

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Balentine
Diamond Capital Management
Alaska Permanent Fund Corp
Global Assets Advisory
Bank Of Montreal
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Royal Bank of Canada
Bank of New York Mellon
UBS Group
Advisor Group Holdings
Advantus Capital Management
Brookstone Capital Management

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