Invesco S&p 500 Low Volatility Etf shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 Low Volatility Etf (SPLV) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 4.8k | 73.48 |
| 2025-06-30 | $347k | 4.8k | 72.82 |
| 2025-03-31 | $356k | 4.8k | 74.72 |
| 2024-12-31 | $333k | 4.8k | 70.00 |
| 2024-09-30 | $342k | 4.8k | 71.73 |
| 2024-06-30 | $310k | 4.8k | 64.95 |
| 2024-03-31 | $314k | 4.8k | 65.87 |
| 2023-12-31 | $303k | 4.8k | 62.66 |
| 2023-09-30 | $392k | 6.7k | 58.79 |
| 2023-06-30 | $440k | 7.0k | 62.81 |
| 2023-03-31 | $518k | 8.3k | 62.40 |
| 2022-12-31 | $571k | 8.9k | 63.90 |
| 2022-09-30 | $659k | 11k | 57.79 |
| 2022-06-30 | $947k | 15k | 61.97 |
| 2022-03-31 | $1.1M | 18k | 64.86 |
| 2021-12-31 | $1.4M | 20k | 68.63 |
| 2021-09-30 | $1.3M | 22k | 60.84 |
| 2021-06-30 | $1.4M | 23k | 60.93 |
| 2021-03-31 | $1.6M | 26k | 60.37 |
| 2020-12-31 | $5.8M | 103k | 56.39 |
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