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

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

Historical chart of MorganRosel Wealth Management 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 MorganRosel Wealth Management 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 25k 65.87
2023-12-31 $1.6M 26k 62.66
2023-09-30 $1.7M 29k 58.79
2023-06-30 $1.7M 27k 62.81
2023-03-31 $1.7M 27k 62.40
2022-12-31 $1.7M 27k 63.90
2022-09-30 $1.7M 29k 57.82
2022-06-30 $1.8M 28k 62.00
2022-03-31 $2.1M 31k 67.09
2021-12-31 $2.4M 35k 68.62
2021-09-30 $2.2M 36k 60.84
2021-06-30 $2.1M 35k 60.91
2021-03-31 $2.1M 36k 58.14
2020-12-31 $3.0M 53k 56.22
2020-09-30 $3.0M 55k 53.63
2020-06-30 $2.8M 57k 49.67
2020-03-31 $6.8M 144k 46.92
2019-12-31 $8.9M 152k 58.34
2019-09-30 $8.9M 153k 57.90
2019-06-30 $8.8M 160k 55.02
2019-03-31 $8.6M 163k 52.64
2018-12-31 $4.5M 97k 46.65

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

Top funds holding Invesco S&p 500 Low Volatility Etf

Morgan Stanley
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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