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Invesco S&p 500 Low Volatility Etf shares owned by Milestone Advisory Partners

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

Historical chart of Milestone Advisory Partners 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 Milestone Advisory Partners 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 Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.5M 94k 58.79
2023-06-30 $5.8M 93k 62.81
2023-03-31 $3.3M 54k 62.40
2022-12-31 $3.6M 56k 63.90
2022-09-30 $5.8M 101k 57.83
2022-06-30 $7.9M 126k 62.98
2022-03-31 $5.6M 84k 67.10
2021-12-31 $5.5M 80k 68.63
2021-09-30 $9.6M 158k 60.84
2021-06-30 $9.5M 156k 60.91
2021-03-31 $5.1M 88k 58.14
2020-12-31 $5.0M 89k 56.23
2020-09-30 $11M 204k 53.64
2020-06-30 $11M 216k 49.68
2020-03-31 $6.1M 130k 46.92
2019-12-31 $7.3M 126k 58.34
2019-09-30 $5.2M 91k 57.90
2019-06-30 $4.7M 85k 55.02
2019-03-31 $3.4M 65k 52.63
2018-12-31 $1.8M 38k 46.26
2018-09-30 $4.1M 83k 49.52
2018-06-30 $3.8M 80k 47.41

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

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