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Invesco S&p 500 Low Volatility Etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 62k 73.48
2025-06-30 $4.5M 62k 72.82
2025-03-31 $4.7M 63k 74.72
2024-12-31 $2.2M 32k 70.00
2024-09-30 $2.3M 32k 71.73
2024-06-30 $2.1M 32k 64.95
2024-03-31 $2.0M 31k 65.87
2023-12-31 $2.0M 32k 62.66
2023-09-30 $1.9M 32k 58.79
2023-06-30 $2.3M 36k 62.81
2023-03-31 $2.8M 45k 62.40
2022-12-31 $3.0M 47k 63.90
2022-09-30 $2.2M 38k 57.83
2022-06-30 $2.2M 36k 61.99
2022-03-31 $2.4M 36k 67.09
2021-12-31 $2.5M 37k 68.64
2021-09-30 $2.1M 35k 60.82
2021-06-30 $2.2M 36k 60.92
2021-03-31 $2.2M 38k 58.14
2020-12-31 $2.2M 39k 56.17
2020-09-30 $1.8M 34k 53.79
2020-06-30 $1.8M 36k 49.97
2020-03-31 $1.4M 31k 44.69
2019-12-31 $1.8M 31k 57.93
2019-09-30 $1.9M 33k 57.89
2019-06-30 $1.7M 31k 55.03
2019-03-31 $1.7M 32k 52.63
2018-12-31 $1.4M 31k 46.67
2018-09-30 $1.4M 28k 49.52
2018-06-30 $1.3M 28k 47.42

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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