Invesco S&p 500 Low Volatility Etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 7.1k | 73.48 |
| 2025-06-30 | $615k | 8.4k | 72.82 |
| 2025-03-31 | $631k | 8.4k | 74.72 |
| 2024-12-31 | $591k | 8.4k | 70.00 |
| 2024-09-30 | $606k | 8.4k | 71.73 |
| 2024-06-30 | $668k | 10k | 64.95 |
| 2024-03-31 | $678k | 10k | 65.87 |
| 2023-12-31 | $645k | 10k | 62.66 |
| 2023-09-30 | $605k | 10k | 58.79 |
| 2023-06-30 | $646k | 10k | 62.81 |
| 2023-03-31 | $642k | 10k | 62.40 |
| 2022-12-31 | $706k | 11k | 63.90 |
| 2022-09-30 | $595k | 10k | 57.83 |
| 2022-06-30 | $638k | 10k | 62.00 |
| 2022-03-31 | $720k | 11k | 67.09 |
| 2021-12-31 | $706k | 10k | 68.63 |
| 2021-09-30 | $727k | 12k | 60.84 |
| 2021-06-30 | $728k | 12k | 60.91 |
| 2021-03-31 | $695k | 12k | 58.15 |
| 2020-12-31 | $679k | 12k | 56.23 |
| 2020-09-30 | $647k | 12k | 53.64 |
| 2020-06-30 | $600k | 12k | 49.68 |
| 2020-03-31 | $566k | 12k | 46.92 |
| 2019-12-31 | $880k | 15k | 58.34 |
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