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Invesco S&p 500 Low Volatility Etf shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 42k 73.48
2025-06-30 $3.0M 42k 72.82
2025-03-31 $3.1M 41k 74.72
2024-12-31 $2.9M 41k 70.00
2024-09-30 $2.9M 41k 71.73
2024-06-30 $2.7M 41k 64.95
2024-03-31 $5.1M 78k 65.87
2023-12-31 $4.9M 78k 62.66

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group International SHS (CGIC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

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