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

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

Historical chart of MorganRosel Wealth Management 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 MorganRosel Wealth Management 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 25k 73.48
2025-06-30 $1.8M 25k 72.82
2025-03-31 $1.8M 25k 74.72
2024-12-31 $1.7M 24k 70.00
2024-09-30 $1.7M 24k 71.73
2024-06-30 $1.6M 24k 64.95
2024-03-31 $1.7M 25k 65.87
2023-12-31 $1.6M 26k 62.66
2023-09-30 $1.7M 29k 58.79
2023-06-30 $1.7M 27k 62.81
2023-03-31 $1.7M 27k 62.40
2022-12-31 $1.7M 27k 63.90
2022-09-30 $1.7M 29k 57.82
2022-06-30 $1.8M 28k 62.00
2022-03-31 $2.1M 31k 67.09
2021-12-31 $2.4M 35k 68.62
2021-09-30 $2.2M 36k 60.84
2021-06-30 $2.1M 35k 60.91
2021-03-31 $2.1M 36k 58.14
2020-12-31 $3.0M 53k 56.22
2020-09-30 $3.0M 55k 53.63
2020-06-30 $2.8M 57k 49.67
2020-03-31 $6.8M 144k 46.92
2019-12-31 $8.9M 152k 58.34
2019-09-30 $8.9M 153k 57.90
2019-06-30 $8.8M 160k 55.02
2019-03-31 $8.6M 163k 52.64
2018-12-31 $4.5M 97k 46.65

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

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