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

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $445k 6.0k 74.72
2025-03-31 $377k 5.4k 70.00
2024-12-31 $459k 6.4k 71.73
2023-03-31 $543k 8.5k 63.90
2022-12-31 $543k 8.5k 63.90
2022-09-30 $419k 7.3k 57.79
2022-06-30 $368k 5.9k 62.03

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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