Dakota Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
7,311
+2,261
| +45% | +$165K | 0.01% | 501 |
|
|
2025
Q1 | $377K | Hold |
5,050
| – | – | 0.01% | 566 |
|
|
2024
Q4 | $354K | Hold |
5,050
| – | – | 0.01% | 564 |
|
|
2024
Q3 | $362K | Hold |
5,050
| – | – | 0.01% | 554 |
|
|
2024
Q2 | $328K | Sell |
5,050
-829
| -14% | -$53.8K | 0.01% | 564 |
|
|
2024
Q1 | $387K | Buy |
+5,879
| New | +$387K | 0.01% | 537 |
|