EBWM
Eagle Bluffs Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
86,617
+850
| +1% | +$38.7K | 1.88% | 15 |
|
|
2025
Q1 | $3.96M | Buy |
85,767
+1,664
| +2% | +$76.8K | 2.09% | 10 |
|
|
2024
Q4 | $3.97M | Buy |
84,103
+4,989
| +6% | +$236K | 2.13% | 10 |
|
|
2024
Q3 | $3.81M | Buy |
79,114
+1,768
| +2% | +$85.1K | 2.05% | 13 |
|
|
2024
Q2 | $3.38M | Buy |
77,346
+2,941
| +4% | +$128K | 1.96% | 14 |
|
|
2024
Q1 | $3.29M | Buy |
74,405
+1,031
| +1% | +$45.6K | 2.04% | 12 |
|
|
2023
Q4 | $3.24M | Buy |
73,374
+1,419
| +2% | +$62.6K | 2.21% | 12 |
|
|
2023
Q3 | $2.84M | Buy |
+71,955
| New | +$2.84M | 2.18% | 11 |
|