Nadler Financial Group’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
$364K Buy
+5,000
New +$364K 0.04% 92
2022
Q2
Sell
-3,000
Closed -$201K 120
2022
Q1
$201K Buy
+3,000
New +$201K 0.03% 118
2014
Q1
Sell
-11,448
Closed -$380K 81
2013
Q4
$380K Sell
11,448
-212,098
-95% -$7.04M 0.25% 46
2013
Q3
$6.98M Sell
223,546
-6,978
-3% -$218K 5.07% 6
2013
Q2
$7.17M Buy
+230,524
New +$7.17M 5.06% 6