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Invesco S&p 500 Low Volatility Etf shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $640k 11k 60.94
2021-03-31 $680k 12k 58.16
2020-12-31 $675k 12k 56.19

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

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