JFS Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $12.2M | Sell |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $14M | Sell |
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|
2023
Q3 | $14.2M | Sell |
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|
2023
Q2 | $15.4M | Buy |
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|
2023
Q1 | $15.3M | Sell |
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|
2022
Q4 | $16.3M | Sell |
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|
2022
Q3 | $14.7M | Buy |
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|
2022
Q2 | $15.6M | Buy |
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|
2022
Q1 | $16.4M | Sell |
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|
2021
Q4 | $17.1M | Sell |
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|
2021
Q3 | $15.4M | Sell |
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|
2021
Q2 | $15.5M | Sell |
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|
2021
Q1 | $15.1M | Sell |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $14.6M | Sell |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $12.5M | Buy |
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|
2019
Q4 | $7.1M | Buy |
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|
2019
Q3 | $6.76M | Sell |
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|
2019
Q2 | $6.53M | Sell |
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|
2019
Q1 | $6.34M | Sell |
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|
2018
Q4 | $5.82M | Buy |
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|
2018
Q3 | $6.15M | Sell |
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|
2018
Q2 | $6.11M | Sell |
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|
2018
Q1 | $6.19M | Sell |
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|
2017
Q4 | $6.35M | Buy |
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|
2017
Q3 | $6.06M | Buy |
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|
2017
Q2 | $5.88M | Sell |
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|
2017
Q1 | $5.53M | Hold |
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|
2016
Q4 | $5.53M | Sell |
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|
2016
Q3 | $5.62M | Sell |
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|
2016
Q2 | $6.06M | Buy |
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|
2016
Q1 | $5.39M | Buy |
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|
2015
Q4 | $4.82M | Buy |
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|
2015
Q3 | $4.37M | Buy |
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|
2015
Q2 | $4.33M | Buy |
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|
2015
Q1 | $4.39M | Buy |
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|
2014
Q4 | $4.23M | Buy |
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|
2014
Q3 | $3.81M | Buy |
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|
2014
Q2 | $3.85M | Buy |
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|
2014
Q1 | $3.48M | Buy |
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|
2013
Q4 | $3.33M | Buy |
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|
2013
Q3 | $3.13M | Buy |
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|
2013
Q2 | $3.03M | Buy |
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