FIA
Foundations 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 | $251K | Sell |
3,446
-150,166
| -98% | -$10.9M | ﹤0.01% | 807 |
|
|
2025
Q1 | $11.5M | Buy |
153,612
+121,135
| +373% | +$9.05M | 0.21% | 115 |
|
|
2024
Q4 | $2.27M | Buy |
32,477
+5,144
| +19% | +$360K | 0.04% | 269 |
|
|
2024
Q3 | $1.96M | Buy |
+27,333
| New | +$1.96M | 0.04% | 270 |
|
|
2022
Q4 | – | Sell |
-8,926
| Closed | -$516K | – | 461 |
|
|
2022
Q3 | $516K | Buy |
+8,926
| New | +$516K | 0.02% | 242 |
|