OBWG
Onyx Bridge Wealth Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
15,097
+50
| +0.3% | +$3.64K | 0.15% | 112 |
|
|
2025
Q1 | $1.12M | Buy |
15,047
+64
| +0.4% | +$4.78K | 0.16% | 98 |
|
|
2024
Q4 | $1.05M | Sell |
14,983
-154
| -1% | -$10.8K | 0.15% | 96 |
|
|
2024
Q3 | $1.09M | Sell |
15,137
-415
| -3% | -$29.8K | 0.16% | 96 |
|
|
2024
Q2 | $1.01M | Sell |
15,552
-268
| -2% | -$17.4K | 0.17% | 94 |
|
|
2024
Q1 | $1.01M | Sell |
15,820
-273
| -2% | -$17.4K | 0.18% | 94 |
|
|
2023
Q4 | $1.01M | Sell |
16,093
-212
| -1% | -$13.3K | 0.2% | 75 |
|
|
2023
Q3 | $959K | Sell |
16,305
-15,051
| -48% | -$885K | 0.22% | 70 |
|
|
2023
Q2 | $1.97M | Buy |
+31,356
| New | +$1.97M | 0.47% | 45 |
|