Guardian Wealth Advisors (North Carolina)’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 | $538K | Sell |
7,387
-213
| -3% | -$15.5K | 0.04% | 192 |
|
|
2025
Q1 | $568K | Sell |
7,600
-4,968
| -40% | -$371K | 0.05% | 166 |
|
|
2024
Q4 | $880K | Buy |
12,568
+175
| +1% | +$12.3K | 0.07% | 141 |
|
|
2024
Q3 | $889K | Sell |
12,393
-1,860
| -13% | -$133K | 0.09% | 114 |
|
|
2024
Q2 | $926K | Sell |
14,253
-148
| -1% | -$9.61K | 0.11% | 104 |
|
|
2024
Q1 | $949K | Buy |
14,401
+11,904
| +477% | +$784K | 0.12% | 103 |
|
|
2023
Q4 | $156K | Hold |
2,497
| – | – | 0.02% | 248 |
|
|
2023
Q3 | $147K | Hold |
2,497
| – | – | 0.03% | 247 |
|
|
2023
Q2 | $157K | Hold |
2,497
| – | – | 0.03% | 235 |
|
|
2023
Q1 | $156K | Hold |
2,497
| – | – | 0.03% | 224 |
|
|
2022
Q4 | $160K | Hold |
2,497
| – | – | 0.03% | 207 |
|
|
2022
Q3 | $144K | Buy |
+2,497
| New | +$144K | 0.03% | 198 |
|