Invesco S&p 500 Low Volatility Etf shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Invesco S&p 500 Low Volatility Etf
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Quarterly reported holdings in Invesco S&p 500 Low Volatility Etf by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.3M | 61k | 71.42 |
| 2025-09-30 | $4.9M | 67k | 73.48 |
| 2025-06-30 | $5.7M | 79k | 72.82 |
| 2025-03-31 | $11M | 144k | 74.72 |
| 2024-12-31 | $297k | 4.2k | 70.00 |
| 2024-09-30 | $304k | 4.2k | 71.73 |
| 2024-03-31 | $277k | 4.2k | 65.87 |
| 2023-12-31 | $263k | 4.2k | 62.66 |
| 2023-09-30 | $273k | 4.6k | 58.79 |
| 2023-06-30 | $291k | 4.6k | 62.81 |
| 2023-03-31 | $290k | 4.6k | 62.40 |
| 2022-12-31 | $284k | 4.4k | 63.90 |
| 2022-09-30 | $260k | 4.5k | 57.75 |
| 2022-06-30 | $279k | 4.5k | 61.97 |
| 2022-03-31 | $298k | 4.4k | 67.01 |
| 2021-12-31 | $305k | 4.4k | 68.59 |
| 2021-09-30 | $270k | 4.4k | 60.72 |
| 2021-06-30 | $270k | 4.4k | 60.72 |
| 2021-03-31 | $258k | 4.4k | 58.02 |
| 2020-12-31 | $250k | 4.4k | 56.22 |
| 2020-09-30 | $364k | 6.8k | 53.62 |
| 2020-06-30 | $549k | 11k | 49.62 |
| 2019-12-31 | $211k | 3.6k | 58.30 |
| 2019-09-30 | $261k | 4.5k | 57.95 |
| 2019-06-30 | $248k | 4.5k | 55.06 |
| 2019-03-31 | $340k | 6.5k | 52.68 |
| 2018-12-31 | $255k | 5.5k | 46.69 |
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