CCFM
Clear Creek Financial Management’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-185,525
| Closed | -$9.13M | – | 545 |
|
|
2024
Q4 | $9.13M | Buy |
185,525
+13,009
| +8% | +$640K | 0.99% | 21 |
|
|
2024
Q3 | $8.59M | Buy |
172,516
+986
| +0.6% | +$49.1K | 0.97% | 23 |
|
|
2024
Q2 | $8.21M | Buy |
171,530
+6,888
| +4% | +$330K | 1% | 18 |
|
|
2024
Q1 | $8.21M | Buy |
164,642
+140,305
| +577% | +$7M | 1.05% | 18 |
|
|
2023
Q4 | $1.08M | Buy |
+24,337
| New | +$1.08M | 0.17% | 106 |
|