Panoramic Investment 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 | $569K | Buy |
7,818
+63
| +0.8% | +$4.59K | 0.35% | 59 |
|
|
2025
Q1 | $579K | Buy |
7,755
+28
| +0.4% | +$2.09K | 0.39% | 58 |
|
|
2024
Q4 | $541K | Buy |
7,727
+28
| +0.4% | +$1.96K | 0.35% | 63 |
|
|
2024
Q3 | $552K | Buy |
+7,699
| New | +$552K | 0.38% | 61 |
|
|
2024
Q1 | $503K | Buy |
7,635
+37
| +0.5% | +$2.44K | 0.37% | 62 |
|
|
2023
Q4 | $476K | Buy |
7,598
+45
| +0.6% | +$2.82K | 0.41% | 58 |
|
|
2023
Q3 | $444K | Buy |
+7,553
| New | +$444K | 0.41% | 59 |
|
|
2022
Q4 | $496K | Buy |
+7,758
| New | +$496K | 0.51% | 50 |
|