Kingswood Wealth 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 | $896K | Sell |
12,299
-146
| -1% | -$10.6K | 0.07% | 284 |
|
|
2025
Q1 | $930K | Sell |
12,445
-2,433
| -16% | -$182K | 0.08% | 264 |
|
|
2024
Q4 | $1.04M | Buy |
14,878
+7,174
| +93% | +$502K | 0.08% | 264 |
|
|
2024
Q3 | $552K | Buy |
7,704
+4,468
| +138% | +$320K | 0.04% | 433 |
|
|
2024
Q2 | $210K | Sell |
3,236
-6,791
| -68% | -$441K | 0.02% | 621 |
|
|
2024
Q1 | $661K | Sell |
10,027
-1,389
| -12% | -$91.5K | 0.08% | 280 |
|
|
2023
Q4 | $715K | Buy |
11,416
+4,715
| +70% | +$295K | 0.08% | 266 |
|
|
2023
Q3 | $394K | Buy |
6,701
+1,765
| +36% | +$104K | 0.07% | 287 |
|
|
2023
Q2 | $310K | Buy |
+4,936
| New | +$310K | 0.1% | 196 |
|