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Invesco S&p 500 Low Volatility Etf shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 41k 71.72
2024-06-30 $2.7M 41k 64.95
2024-03-31 $2.6M 39k 65.87
2023-12-31 $2.3M 37k 62.65
2023-09-30 $2.2M 37k 58.78
2022-09-30 $253k 4.4k 57.80
2022-06-30 $237k 5.0k 47.19

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding Invesco S&p 500 Low Volatility Etf

Bank of America Corporation
Alaska Permanent Fund Corp
LPL Financial
FMR
Wells Fargo & Company
Merit Financial Group
Envestnet Asset Management
Commonwealth Equity Services
Invesco
Bank of New York Mellon
Pnc Financial Services
Ameriprise Financial
Royal Bank of Canada
Lockheed Martin Investment Management Company
UBS Group

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