AWA
Amplius Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
22,673
+2
| +0% | +$146 | 0.15% | 63 |
|
|
2025
Q1 | $1.69M | Buy |
22,671
+80
| +0.4% | +$5.98K | 0.18% | 58 |
|
|
2024
Q4 | $1.58M | Sell |
22,591
-356
| -2% | -$24.9K | 0.16% | 59 |
|
|
2024
Q3 | $1.65M | Sell |
22,947
-611
| -3% | -$43.8K | 0.18% | 58 |
|
|
2024
Q2 | $1.53M | Sell |
23,558
-1,780
| -7% | -$116K | 0.17% | 61 |
|
|
2024
Q1 | $1.67M | Sell |
25,338
-11,331
| -31% | -$746K | 0.19% | 57 |
|
|
2023
Q4 | $2.3M | Sell |
36,669
-661
| -2% | -$41.4K | 0.28% | 51 |
|
|
2023
Q3 | $2.19M | Sell |
37,330
-6,972
| -16% | -$410K | 0.29% | 47 |
|
|
2023
Q2 | $2.78M | Sell |
44,302
-15,328
| -26% | -$963K | 0.37% | 42 |
|
|
2023
Q1 | $3.72M | Sell |
59,630
-1,346
| -2% | -$84K | 0.53% | 34 |
|
|
2022
Q4 | $3.9M | Sell |
60,976
-6,865
| -10% | -$439K | 0.62% | 30 |
|
|
2022
Q3 | $3.92M | Sell |
67,841
-3,334
| -5% | -$193K | 0.7% | 32 |
|
|
2022
Q2 | $4.41M | Sell |
71,175
-58,919
| -45% | -$3.65M | 0.71% | 28 |
|
|
2022
Q1 | $8.73M | Buy |
130,094
+3,748
| +3% | +$251K | 1.34% | 21 |
|
|
2021
Q4 | $8.67M | Buy |
+126,346
| New | +$8.67M | 1.2% | 24 |
|