SHFA
SC&H Financial Advisors’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 | $1.13M | Sell |
15,514
-85
| -0.5% | -$6.19K | 0.19% | 59 |
|
|
2025
Q1 | $1.17M | Sell |
15,599
-3,077
| -16% | -$230K | 0.23% | 56 |
|
|
2024
Q4 | $1.31M | Buy |
18,676
+27
| +0.1% | +$1.89K | 0.27% | 50 |
|
|
2024
Q3 | $1.34M | Buy |
18,649
+29
| +0.2% | +$2.08K | 0.29% | 50 |
|
|
2024
Q2 | $1.21M | Sell |
18,620
-1,557
| -8% | -$101K | 0.3% | 50 |
|
|
2024
Q1 | $1.33M | Sell |
20,177
-1,070
| -5% | -$70.5K | 0.35% | 47 |
|
|
2023
Q4 | $1.33M | Sell |
21,247
-988
| -4% | -$61.9K | 0.38% | 43 |
|
|
2023
Q3 | $1.31M | Sell |
22,235
-465
| -2% | -$27.3K | 0.43% | 36 |
|
|
2023
Q2 | $1.43M | Buy |
22,700
+38
| +0.2% | +$2.39K | 0.47% | 35 |
|
|
2023
Q1 | $1.41M | Sell |
22,662
-3,580
| -14% | -$223K | 0.52% | 36 |
|
|
2022
Q4 | $1.68M | Sell |
26,242
-737
| -3% | -$47.1K | 0.69% | 31 |
|
|
2022
Q3 | $1.56M | Sell |
26,979
-710
| -3% | -$41.1K | 0.78% | 28 |
|
|
2022
Q2 | $1.72M | Buy |
27,689
+1,570
| +6% | +$97.4K | 0.8% | 24 |
|
|
2022
Q1 | $1.75M | Buy |
26,119
+9,529
| +57% | +$639K | 0.83% | 27 |
|
|
2021
Q4 | $1.14M | Buy |
+16,590
| New | +$1.14M | 0.63% | 37 |
|