Financial & Tax Architects’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 | – | Sell |
-14,153
| Closed | -$1.06M | – | 109 |
|
|
2025
Q1 | $1.06M | Sell |
14,153
-4,398
| -24% | -$329K | 0.27% | 58 |
|
|
2024
Q4 | $1.3M | Buy |
+18,551
| New | +$1.3M | 0.33% | 55 |
|
|
2021
Q3 | – | Sell |
-6,911
| Closed | -$421K | – | 110 |
|
|
2021
Q2 | $421K | Buy |
6,911
+2,100
| +44% | +$128K | 0.21% | 78 |
|
|
2021
Q1 | $280K | Buy |
+4,811
| New | +$280K | 0.16% | 88 |
|