LPL Financial’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $544K | Sell |
11,260
-369
| -3% | -$17.8K | ﹤0.01% | 4237 |
|
2025
Q1 | $546K | Buy |
11,629
+1,071
| +10% | +$50.2K | ﹤0.01% | 4038 |
|
2024
Q4 | $485K | Sell |
10,558
-47
| -0.4% | -$2.16K | ﹤0.01% | 4055 |
|
2024
Q3 | $496K | Buy |
10,605
+1,731
| +20% | +$81K | ﹤0.01% | 3944 |
|
2024
Q2 | $388K | Sell |
8,874
-5,385
| -38% | -$235K | ﹤0.01% | 4002 |
|
2024
Q1 | $610K | Sell |
14,259
-5,220
| -27% | -$223K | ﹤0.01% | 3568 |
|
2023
Q4 | $765K | Buy |
19,479
+1,050
| +6% | +$41.2K | ﹤0.01% | 3259 |
|
2023
Q3 | $667K | Buy |
18,429
+3,219
| +21% | +$116K | ﹤0.01% | 3229 |
|
2023
Q2 | $583K | Sell |
15,210
-3,312
| -18% | -$127K | ﹤0.01% | 3283 |
|
2023
Q1 | $684K | Buy |
18,522
+7,256
| +64% | +$268K | ﹤0.01% | 3064 |
|
2022
Q4 | $411K | Buy |
11,266
+2,374
| +27% | +$86.5K | ﹤0.01% | 3413 |
|
2022
Q3 | $299K | Sell |
8,892
-872
| -9% | -$29.3K | ﹤0.01% | 3578 |
|
2022
Q2 | $349K | Sell |
9,764
-2,806
| -22% | -$100K | ﹤0.01% | 3481 |
|
2022
Q1 | $505K | Sell |
12,570
-9,590
| -43% | -$385K | ﹤0.01% | 3186 |
|
2021
Q4 | $922K | Sell |
22,160
-558
| -2% | -$23.2K | ﹤0.01% | 2721 |
|
2021
Q3 | $844K | Sell |
22,718
-96
| -0.4% | -$3.57K | ﹤0.01% | 2746 |
|
2021
Q2 | $851K | Buy |
22,814
+1,007
| +5% | +$37.6K | ﹤0.01% | 2696 |
|
2021
Q1 | $764K | Buy |
21,807
+8,073
| +59% | +$283K | ﹤0.01% | 2641 |
|
2020
Q4 | $466K | Buy |
+13,734
| New | +$466K | ﹤0.01% | 2815 |
|