EFG
Ethos Financial Group’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 | – | Sell |
-114,955
| Closed | -$8.05M | – | 521 |
|
|
2025
Q1 | $8.05M | Hold |
114,955
| – | – | 0.77% | 35 |
|
|
2024
Q4 | $8.05M | Buy |
114,955
+741
| +0.6% | +$51.9K | 1.05% | 29 |
|
|
2024
Q3 | $8.19M | Buy |
+114,214
| New | +$8.19M | 1.35% | 23 |
|
|
2024
Q1 | – | Sell |
-105,509
| Closed | -$6.61M | – | 302 |
|
|
2023
Q4 | $6.61M | Buy |
+105,509
| New | +$6.61M | 1.41% | 25 |
|