Aspiriant LLC’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
Q3 | $515K | Hold |
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|
2025
Q2 | $511K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $217K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $366K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $482K | Hold |
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|
2019
Q3 | $479K | Hold |
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|
2019
Q2 | $455K | Buy |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $342K | Sell |
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|
2018
Q3 | $660K | Buy |
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|
2018
Q2 | $348K | Hold |
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|
2018
Q1 | $345K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $441K | Hold |
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|
2017
Q2 | $431K | Buy |
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|
2017
Q1 | $319K | Sell |
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|
2016
Q4 | $328K | Hold |
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|
2016
Q3 | $327K | Hold |
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|
2016
Q2 | $337K | Buy |
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