Amplius Wealth 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 | $1.65M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $3.9M | Sell |
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|
2022
Q3 | $3.92M | Sell |
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|
2022
Q2 | $4.41M | Sell |
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|
2022
Q1 | $8.73M | Buy |
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|
2021
Q4 | $8.67M | Buy |
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