Principle Wealth Partners’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 | $1.09M | Buy |
|
|||||
|
2025
Q2 | $1.08M | Buy |
|
|||||
|
2025
Q1 | $1.11M | Hold |
|
|||||
|
2024
Q4 | $1.04M | Hold |
|
|||||
|
2024
Q3 | $1.06M | Hold |
|
|||||
|
2024
Q2 | $964K | Sell |
|
|||||
|
2024
Q1 | $1.03M | Hold |
|
|||||
|
2023
Q4 | $979K | Hold |
|
|||||
|
2023
Q3 | $918K | Hold |
|
|||||
|
2023
Q2 | $981K | Hold |
|
|||||
|
2023
Q1 | $975K | Hold |
|
|||||
|
2022
Q4 | $998K | Hold |
|
|||||
|
2022
Q3 | $903 | Sell |
|
|||||
|
2022
Q2 | $981K | Sell |
|
|||||
|
2022
Q1 | $1.16M | Sell |
|
|||||
|
2021
Q4 | $1.22M | Sell |
|
|||||
|
2021
Q3 | $1.14M | Buy |
|
|||||
|
2021
Q2 | $1.04M | Buy |
|
|||||
|
2021
Q1 | $988K | Sell |
|
|||||
|
2020
Q4 | $1.02M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $19K | Buy |
|