Avidian Wealth Enterprises’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
8,741
-35
| -0.4% | -$1.82K | 0.02% | 355 |
|
|
2025
Q1 | $454K | Buy |
8,776
+590
| +7% | +$30.5K | 0.02% | 326 |
|
|
2024
Q4 | $403K | Sell |
8,186
-296
| -3% | -$14.6K | 0.02% | 342 |
|
|
2024
Q3 | $422K | Sell |
8,482
-2,029
| -19% | -$101K | 0.02% | 327 |
|
|
2024
Q2 | $503K | Sell |
10,511
-2,346
| -18% | -$112K | 0.02% | 283 |
|
|
2024
Q1 | $641K | Sell |
12,857
-1,990
| -13% | -$99.2K | 0.03% | 225 |
|
|
2023
Q4 | $656K | Sell |
14,847
-6,553
| -31% | -$290K | 0.04% | 216 |
|
|
2023
Q3 | $867K | Sell |
21,400
-1,098
| -5% | -$44.5K | 0.06% | 180 |
|
|
2023
Q2 | $916K | Sell |
22,498
-635
| -3% | -$25.8K | 0.06% | 188 |
|
|
2023
Q1 | $928K | Buy |
23,133
+6,354
| +38% | +$255K | 0.05% | 211 |
|
|
2022
Q4 | $686K | Buy |
16,779
+268
| +2% | +$11K | 0.04% | 230 |
|
|
2022
Q3 | $598K | Sell |
16,511
-69
| -0.4% | -$2.5K | 0.04% | 209 |
|
|
2022
Q2 | $651K | Buy |
+16,580
| New | +$651K | 0.05% | 225 |
|