Independent Advisor Alliance’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 | $223K | Buy |
+3,065
| New | +$223K | 0.01% | 809 |
|
|
2025
Q1 | – | Sell |
-165,908
| Closed | -$11.6M | – | 1295 |
|
|
2024
Q4 | $11.6M | Buy |
+165,908
| New | +$11.6M | 0.15% | 147 |
|
|
2020
Q2 | – | Sell |
-19,141
| Closed | -$898K | – | 520 |
|
|
2020
Q1 | $898K | Sell |
19,141
-143,333
| -88% | -$6.72M | 0.13% | 133 |
|
|
2019
Q4 | $9.48M | Buy |
+162,474
| New | +$9.48M | 0.41% | 53 |
|