SAG
SageView Advisory 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 | $1.34M | Sell |
18,368
-981
| -5% | -$71.4K | 0.05% | 204 |
|
|
2025
Q1 | $1.45M | Buy |
19,349
+176
| +0.9% | +$13.2K | 0.06% | 170 |
|
|
2024
Q4 | $1.34M | Sell |
19,173
-494
| -3% | -$34.6K | 0.06% | 182 |
|
|
2024
Q3 | $1.41M | Sell |
19,667
-213
| -1% | -$15.3K | 0.07% | 149 |
|
|
2024
Q2 | $1.29M | Buy |
+19,880
| New | +$1.29M | 0.06% | 186 |
|
|
2024
Q1 | – | Sell |
-23,791
| Closed | -$1.51M | – | 805 |
|
|
2023
Q4 | $1.51M | Sell |
23,791
-18,355
| -44% | -$1.17M | 0.07% | 191 |
|
|
2023
Q3 | $2.48M | Sell |
42,146
-902
| -2% | -$53K | 0.14% | 97 |
|
|
2023
Q2 | $2.7M | Sell |
43,048
-8,660
| -17% | -$544K | 0.15% | 92 |
|
|
2023
Q1 | $3.23M | Sell |
51,708
-40,566
| -44% | -$2.53M | 0.21% | 78 |
|
|
2022
Q4 | $5.9M | Buy |
+92,274
| New | +$5.9M | 0.48% | 48 |
|