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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

Tip: Access up to 7 years of quarterly data

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
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)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
Diamond Capital Management
Bank Of Montreal
Alaska Permanent Fund Corp
LPL Financial
FMR
Global Assets Advisory
Wells Fargo & Company
Commonwealth Equity Services
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
Bank of New York Mellon
UBS Group

View all funds holding Invesco S&p 500 Low Volatility Etf