Mark Sheptoff Financial Planning »

Invesco S&p 500 Low Volatility Etf shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Invesco S&p 500 Low Volatility Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Low Volatility Etf held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 850 73.48
2025-06-30 $62k 850 72.82
2025-03-31 $64k 850 74.72
2024-12-31 $60k 850 70.00
2024-09-30 $61k 850 71.73
2024-06-30 $55k 850 64.95
2024-03-31 $56k 850 65.87
2023-12-31 $53k 850 62.66
2023-09-30 $50k 850 58.79
2023-06-30 $53k 850 62.81
2023-03-31 $53k 850 62.40
2022-12-31 $54k 850 63.90
2022-09-30 $49k 850 57.65
2022-06-30 $53k 850 62.35
2022-03-31 $57k 850 67.06
2021-12-31 $58k 850 68.24
2021-09-30 $52k 850 61.18
2021-06-30 $52k 850 61.18
2021-03-31 $49k 850 57.65
2020-12-31 $48k 850 56.47
2020-09-30 $46k 850 54.12
2020-06-30 $42k 850 49.41
2020-03-31 $40k 850 47.06
2019-12-31 $50k 850 58.82
2019-09-30 $49k 850 57.65
2019-06-30 $47k 850 55.29
2019-03-31 $45k 850 52.94
2018-12-31 $40k 850 47.06
2018-09-30 $42k 850 49.41
2018-06-30 $40k 850 47.06

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corp Om (MSFT)
Nextera Energy Om (NEE)
Palantir Technologies L A (PLTR)
Apple Om (AAPL)
Veeva Sys L A Com (VEEV)
Celestica Om (CLS)
Tesla Om (TSLA)
Rtx Corporation Om (RTX)
Johnson & Johnson Om (JNJ)
Pepsico Om (PEP)
Abbvie Om (ABBV)
Abbott Labs Om (ABT)
Vertex Pharmaceuticals Om (VRTX)
Unitedhealth Group Om (UNH)
Berkshire Hathaway Inc Del L B New (BRK.B)

View all positions for Mark Sheptoff Financial Planning

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