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Invesco S&p Smallcap Low Volatility Etf shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of Invesco S&p Smallcap Low Volatility Etf (XSLV) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers investment in Invesco S&p Smallcap Low Volatility Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p Smallcap Low Volatility Etf held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p Smallcap Low Volatility Etf by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.5M 113k 39.44
2022-06-30 $3.1M 69k 44.54
2021-12-31 $4.4M 85k 52.09
2021-09-30 $4.2M 87k 48.51
2021-06-30 $4.0M 84k 47.17
2019-09-30 $663k 14k 48.04

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

Top funds holding Invesco S&p Smallcap Low Volatility Etf

Huntington National Bank
Brookstone Capital Management
Wells Fargo & Company
UBS Group
Armbruster Capital Management
Bank of America Corporation
Commonwealth Equity Services
Royal Bank of Canada
ProVise Management Group
Eagle Bluffs Wealth Management
Sculati Wealth Management
Mercer Global Advisors
Harbour Investments
Wealth Enhancement Advisory Services
Advisor Group Holdings

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