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Invesco S&p 500 Low Volatility Etf shares owned by Sound Financial Strategies Group

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

Historical chart of Sound Financial Strategies 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 Sound Financial Strategies 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 Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 39k 73.48
2025-06-30 $1.0M 14k 72.82
2025-03-31 $1.0M 14k 74.72
2023-09-30 $1.1M 20k 58.79
2022-12-31 $143k 2.2k 63.90
2022-09-30 $3.4M 59k 57.83
2022-06-30 $7.7M 124k 62.00
2022-03-31 $3.3M 49k 67.10
2021-12-31 $209k 3.0k 68.61
2021-09-30 $199k 3.3k 60.84
2021-06-30 $320k 5.3k 60.87
2021-03-31 $208k 3.6k 58.17