CLA (CliftonLarsonAllen) Wealth Advisors’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 | $27M | Sell |
|
|||||
|
2025
Q2 | $27.2M | Buy |
|
|||||
|
2025
Q1 | $27.8M | Buy |
|
|||||
|
2024
Q4 | $25.3M | Sell |
|
|||||
|
2024
Q3 | $26.3M | Sell |
|
|||||
|
2024
Q2 | $24.7M | Buy |
|
|||||
|
2024
Q1 | $24.9M | Sell |
|
|||||
|
2023
Q4 | $24.2M | Sell |
|
|||||
|
2023
Q3 | $24.1M | Sell |
|
|||||
|
2023
Q2 | $26.2M | Sell |
|
|||||
|
2023
Q1 | $27.1M | Buy |
|
|||||
|
2022
Q4 | $27.2M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $23.5M | Buy |
|
|||||
|
2022
Q1 | $24.5M | Buy |
|
|||||
|
2021
Q4 | $24.9M | Sell |
|
|||||
|
2021
Q3 | $22.2M | Buy |
|
|||||
|
2021
Q2 | $21.5M | Buy |
|
|||||
|
2021
Q1 | $20.1M | Buy |
|
|||||
|
2020
Q4 | $18.1M | Buy |
|
|||||
|
2020
Q3 | $17.1M | Buy |
|
|||||
|
2020
Q2 | $15.4M | Buy |
|
|||||
|
2019
Q4 | $2.27M | Buy |
|