Sage Mountain 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
Q2 | $920K | Hold |
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|
2025
Q1 | $944K | Sell |
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|
2024
Q4 | $886K | Hold |
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|
2024
Q3 | $907K | Hold |
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|
2024
Q2 | $822K | Hold |
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|
2024
Q1 | $833K | Hold |
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|
2023
Q4 | $793K | Hold |
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $643K | Hold |
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|
2022
Q4 | $659K | Hold |
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|
2022
Q3 | $596K | Hold |
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|
2022
Q2 | $639K | Hold |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $871K | Buy |
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|
2021
Q3 | $627K | Buy |
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