Sontag Advisory »

Invesco S&p 500 Low Volatility Etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 33k 62.66
2023-09-30 $229k 3.9k 58.79

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Balentine
Diamond Capital Management
Alaska Permanent Fund Corp
Global Assets Advisory
Bank Of Montreal
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Advantus Capital Management
Brookstone Capital Management

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