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

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

Historical chart of Wealth CMT 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 Wealth CMT 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 Wealth CMT

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.3M 20k 62.80
2023-03-31 $1.5M 24k 62.42
2022-12-31 $1.2M 19k 63.89
2022-09-30 $924k 16k 57.83
2022-06-30 $342k 5.5k 61.92
2022-03-31 $262k 3.9k 67.01
2021-12-31 $208k 3.0k 68.53
2021-03-31 $264k 4.5k 58.09
2020-12-31 $719k 13k 56.26
2020-09-30 $785k 15k 53.67
2020-06-30 $745k 15k 49.66
2020-03-31 $675k 14k 46.89
2019-12-31 $1.1M 18k 58.33

More positions owned by Wealth CMT

Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)

View all positions for Wealth CMT

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