Invesco S&p 500 Low Volatility Etf shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Invesco S&p 500 Low Volatility Etf
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Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $204k | 2.9k | 71.42 |
| 2025-09-30 | $209k | 2.8k | 73.49 |
| 2025-06-30 | $213k | 2.9k | 72.82 |
| 2025-03-31 | $236k | 3.2k | 74.73 |
| 2024-12-31 | $218k | 3.1k | 70.01 |
| 2024-09-30 | $244k | 3.4k | 71.74 |
| 2024-06-30 | $259k | 4.0k | 64.95 |
| 2024-03-31 | $319k | 4.8k | 65.87 |
| 2023-12-31 | $299k | 4.8k | 62.66 |
| 2023-09-30 | $285k | 4.9k | 58.79 |
| 2023-06-30 | $522k | 8.3k | 62.81 |
| 2023-03-31 | $1.1M | 18k | 62.40 |
| 2022-12-31 | $1.2M | 18k | 63.90 |
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