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Invesco S&p 500 Low Volatility Etf shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $226k 3.1k 72.81
2025-03-31 $231k 3.1k 74.73
2024-12-31 $692k 9.9k 70.00
2024-09-30 $707k 9.9k 71.73
2024-06-30 $637k 9.8k 64.95
2024-03-31 $694k 11k 65.87
2023-09-30 $4.8M 81k 58.79
2023-06-30 $5.3M 85k 62.81
2023-03-31 $6.0M 96k 62.40
2022-12-31 $6.1M 96k 63.90
2022-09-30 $6.7M 116k 57.84
2022-06-30 $6.9M 112k 62.00

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Invesco S&p 500 Low Volatility Etf

LPL Financial
FMR
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Two Sigma Investments
Invesco
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Raymond James Financial
Bank of New York Mellon
Envestnet Asset Management
Advantus Capital Management
Advisor Group Holdings

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