CIA
Concurrent Investment Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
69,127
+514
| +0.7% | +$37.4K | 0.1% | 222 |
|
|
2025
Q1 | $5.12M | Buy |
68,613
+48,804
| +246% | +$3.65M | 0.12% | 179 |
|
|
2024
Q4 | $1.39M | Buy |
19,809
+1,170
| +6% | +$81.9K | 0.04% | 410 |
|
|
2024
Q3 | $1.34M | Buy |
18,639
+358
| +2% | +$25.7K | 0.04% | 400 |
|
|
2024
Q2 | $1.19M | Buy |
18,281
+1,985
| +12% | +$129K | 0.04% | 386 |
|
|
2024
Q1 | $1.07M | Sell |
16,296
-2,380
| -13% | -$157K | 0.04% | 357 |
|
|
2023
Q4 | $1.17M | Buy |
+18,676
| New | +$1.17M | 0.06% | 305 |
|