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Invesco S&p 500 Low Volatility Etf shares owned by Wellesley Investment Partners

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

Historical chart of Wellesley Investment Partners 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 Wellesley Investment Partners 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.8M 33k 53.62
2020-06-30 $1.7M 35k 49.66
2020-03-31 $1.9M 40k 46.92
2019-12-31 $2.8M 47k 58.32
2019-09-30 $2.5M 44k 57.89
2019-06-30 $2.4M 44k 55.01
2019-03-31 $2.2M 42k 52.63
2018-12-31 $2.0M 42k 46.64
2018-09-30 $2.1M 43k 49.51
2018-06-30 $2.0M 43k 47.39

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
Alaska Permanent Fund Corp
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Commonwealth Equity Services
Invesco
Bank of New York Mellon
Pnc Financial Services
Royal Bank of Canada
Advantus Capital Management
Equitable Holdings
Kestra Advisory Services
Brookstone Capital Management

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