Atria Wealth Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.23M | Buy |
85,461
+19,188
| +29% | +$1.4M | 0.14% | 168 |
|
2025
Q1 | $4.95M | Sell |
66,273
-89,046
| -57% | -$6.65M | 0.06% | 339 |
|
2024
Q4 | $10.9M | Sell |
155,319
-24,461
| -14% | -$1.71M | 0.12% | 179 |
|
2024
Q3 | $12.9M | Buy |
179,780
+40,379
| +29% | +$2.9M | 0.14% | 159 |
|
2024
Q2 | $9.05M | Sell |
139,401
-2,639
| -2% | -$171K | 0.1% | 209 |
|
2024
Q1 | $9.36M | Sell |
142,040
-14,623
| -9% | -$963K | 0.11% | 204 |
|
2023
Q4 | $9.82M | Buy |
156,663
+8,312
| +6% | +$521K | 0.12% | 169 |
|
2023
Q3 | $8.72M | Sell |
148,351
-7,974
| -5% | -$469K | 0.12% | 176 |
|
2023
Q2 | $9.82M | Buy |
156,325
+2,754
| +2% | +$173K | 0.13% | 158 |
|
2023
Q1 | $9.58M | Sell |
153,571
-41,504
| -21% | -$2.59M | 0.14% | 151 |
|
2022
Q4 | $12.5M | Buy |
195,075
+9,589
| +5% | +$613K | 0.2% | 114 |
|
2022
Q3 | $10.7M | Buy |
185,486
+2,714
| +1% | +$157K | 0.19% | 116 |
|
2022
Q2 | $11.3M | Buy |
182,772
+15,338
| +9% | +$951K | 0.21% | 98 |
|
2022
Q1 | $11.2M | Buy |
+167,434
| New | +$11.2M | 0.19% | 117 |
|