Moneta Group Investment 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
Q3
$549K Buy
2025
Q2
$413K Hold
2025
Q1
$424K Sell
2024
Q4
$414K Buy
2024
Q3
$391K Sell
2024
Q2
$363K Sell
2024
Q1
$397K Buy
2023
Q4
$234K Hold
2023
Q3
$219K Hold
2023
Q2
$234K Buy