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

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

Historical chart of Beaumont 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 Beaumont 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $740k 11k 65.87
2023-12-31 $684k 11k 62.66
2023-09-30 $706k 12k 58.79
2023-06-30 $843k 13k 62.81
2023-03-31 $849k 14k 62.40
2022-12-31 $858k 13k 63.90

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Amazon Stock (AMZN)
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Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
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Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
Bank of America Corporation
Diamond Capital Management
Bank Of Montreal
Alaska Permanent Fund Corp
LPL Financial
FMR
Global Assets Advisory
Wells Fargo & Company
Commonwealth Equity Services
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
Bank of New York Mellon
UBS Group

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