Plante Moran Financial 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 | $126K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $129K | Sell |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $171K | Buy |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $210K | Hold |
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|
2020
Q3 | $200K | Hold |
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|
2020
Q2 | $185K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $84K | Hold |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $79K | Hold |
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|
2019
Q1 | $76K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $71K | Hold |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $66K | Buy |
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|
2017
Q2 | $18K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $13K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $12K | Hold |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $12K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $22K | Buy |
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