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Capstone Wealth Management Group (Oregon)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio SPLV Stock Details SPLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Sell
17,409
-559
-3% -$40.7K 0.92% 34
2025
Q1 		$1.34M Buy
17,968
+20
+0.1% +$1.49K 1.07% 29
2024
Q4 		$1.26M Buy
+17,948
New +$1.26M 0.95% 31