Invesco S&p 500 Low Volatility Etf shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth 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 Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 18k | 65.87 |
| 2023-12-31 | $1.1M | 18k | 62.66 |
| 2023-09-30 | $1.1M | 19k | 58.79 |
| 2023-06-30 | $1.3M | 21k | 62.81 |
| 2023-03-31 | $1.3M | 21k | 62.40 |
| 2022-12-31 | $1.3M | 21k | 63.90 |
| 2022-09-30 | $1.2M | 21k | 58.64 |
| 2022-06-30 | $1.3M | 21k | 61.98 |
| 2022-03-31 | $1.4M | 21k | 67.44 |
| 2021-12-31 | $1.8M | 26k | 68.62 |
| 2021-09-30 | $1.6M | 26k | 61.38 |
| 2021-06-30 | $1.7M | 28k | 60.93 |
| 2021-03-31 | $1.8M | 30k | 60.14 |
| 2020-12-31 | $2.3M | 41k | 56.24 |
| 2020-09-30 | $2.2M | 41k | 53.65 |
| 2020-06-30 | $3.1M | 63k | 49.68 |
| 2020-03-31 | $5.4M | 116k | 46.92 |
| 2019-12-31 | $5.0M | 86k | 58.34 |
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