Axxcess Wealth Management’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 | $257K | Sell |
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|
2025
Q2 | $911K | Buy |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $633K | Sell |
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|
2022
Q4 | $944K | Buy |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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