Glass Jacobson Investment Advisors’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 |
-813
| Closed | -$56.9K | – | 815 |
|
|
2025
Q1 | $56.9K | Hold |
813
| – | – | 0.02% | 358 |
|
|
2024
Q4 | $56.9K | Hold |
813
| – | – | 0.02% | 358 |
|
|
2024
Q3 | $58.3K | Hold |
813
| – | – | 0.02% | 344 |
|
|
2024
Q2 | $52.8K | Hold |
813
| – | – | 0.02% | 336 |
|
|
2024
Q1 | $53.6K | Hold |
813
| – | – | 0.02% | 339 |
|
|
2023
Q4 | $50.9K | Hold |
813
| – | – | 0.02% | 327 |
|
|
2023
Q3 | $47.8K | Hold |
813
| – | – | 0.02% | 331 |
|
|
2023
Q2 | $51.1K | Buy |
+813
| New | +$51.1K | 0.02% | 329 |
|
|
2022
Q4 | $52K | Buy |
+813
| New | +$52K | 0.03% | 342 |
|