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Invesco S&p 500 Low Volatility Etf shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth 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 Mosaic Family Wealth 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 35k 73.14
2022-12-31 $1.1M 17k 63.90

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Vanguard Value Etf Value Etf (VTV)
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Apple (AAPL)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
State Street Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPYM)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)

View all positions for Mosaic Family Wealth Partners

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Morgan Stanley
Two Sigma Investments
LPL Financial
FMR
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Invesco
Commonwealth Equity Services
Pnc Financial Services
Goldman Sachs Group
Picton Mahoney Asset Management
Raymond James Financial
UBS Group

View all funds holding Invesco S&p 500 Low Volatility Etf