Allied Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Hold |
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|
2025
Q1 | $912K | Hold |
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|
2024
Q4 | $854K | Hold |
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|
2024
Q3 | $875K | Hold |
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|
2024
Q2 | $792K | Hold |
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|
2024
Q1 | $804K | Hold |
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|
2023
Q4 | $764K | Hold |
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|
2023
Q3 | $717K | Hold |
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|
2023
Q2 | $766K | Hold |
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|
2023
Q1 | $761K | Hold |
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|
2022
Q4 | $780K | Hold |
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|
2022
Q3 | $706K | Sell |
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|
2022
Q2 | $782K | Hold |
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|
2022
Q1 | $847K | Hold |
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|
2021
Q4 | $866K | Hold |
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|
2021
Q3 | $768K | Hold |
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|
2021
Q2 | $769K | Hold |
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|
2021
Q1 | $734K | Sell |
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|
2020
Q4 | $738K | Hold |
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|
2020
Q3 | $704K | Hold |
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|
2020
Q2 | $652K | Hold |
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|
2020
Q1 | $616K | Hold |
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|
2019
Q4 | $765K | Hold |
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|
2019
Q3 | $760K | Hold |
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|
2019
Q2 | $722K | Hold |
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|
2019
Q1 | $691K | Sell |
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|
2018
Q4 | $624K | Buy |
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|
2018
Q3 | $398K | Sell |
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|
2018
Q2 | $808K | Hold |
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|
2018
Q1 | $800K | Sell |
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|
2017
Q4 | $870K | Buy |
|