Cape Investment Advisory’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cape Investment Advisory’s Portfolio SPLV Stock Details SPLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.7K	Hold
2025 Q1	$12K	Hold
2024 Q4	$11.3K	Hold
2024 Q3	$11.5K	Hold
2024 Q2	$10.5K	Hold
2024 Q1	$10.6K	Hold
2023 Q4	$10.1K	Sell
2023 Q3	$11.4K	Hold
2023 Q2	$12.2K	Sell
2023 Q1	$13.6K	Buy