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Invesco S&p 500 Low Volatility Etf shares owned by Ridgewood Investments

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

Historical chart of Ridgewood Investments 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 Ridgewood Investments 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 Ridgewood Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 23k 73.48
2025-06-30 $2.1M 28k 72.82
2025-03-31 $2.1M 29k 74.72
2024-12-31 $2.0M 29k 70.00
2024-09-30 $2.1M 29k 71.73
2024-06-30 $1.9M 30k 64.95
2024-03-31 $2.0M 30k 65.87
2023-12-31 $1.9M 30k 62.66
2023-09-30 $1.9M 32k 58.79
2023-06-30 $2.0M 32k 62.81
2023-03-31 $2.0M 32k 62.40
2022-12-31 $2.0M 32k 63.90
2022-09-30 $1.9M 32k 57.83
2022-06-30 $2.0M 33k 62.00
2022-03-31 $2.2M 33k 67.08
2021-12-31 $2.3M 34k 68.62
2021-09-30 $2.1M 34k 60.83
2021-06-30 $2.1M 35k 60.90
2021-03-31 $3.4M 58k 58.16
2020-12-31 $3.8M 70k 53.64
2020-09-30 $3.8M 70k 53.64
2020-06-30 $3.6M 72k 49.68
2020-03-31 $3.5M 74k 46.92
2019-12-31 $4.4M 75k 58.34
2019-09-30 $4.4M 76k 57.90
2019-06-30 $4.2M 76k 55.01
2019-03-31 $4.1M 78k 52.63
2018-12-31 $3.9M 79k 49.53
2018-09-30 $3.9M 79k 49.53
2018-06-30 $3.9M 83k 47.41

More positions owned by Ridgewood Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Markel Corporation (MKL)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg Invt (FLRN)
Qualcomm (QCOM)

View all positions for Ridgewood Investments

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