Apexium Financial’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $463K | Sell |
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|
2020
Q3 | $561K | Sell |
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|
2020
Q2 | $548K | Sell |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $3.51M | Buy |
|