Pacific Excel Wealth Advisors »

Invesco S&p 500 Low Volatility Etf shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Invesco S&p 500 Low Volatility Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Low Volatility Etf held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 3.2k 74.91

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

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