SF
Schaeffer Financial’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 | $2.64M | Buy |
36,271
+65
| +0.2% | +$4.73K | 2.58% | 7 |
|
|
2025
Q1 | $2.71M | Sell |
36,206
-383
| -1% | -$28.6K | 2.99% | 7 |
|
|
2024
Q4 | $2.56M | Sell |
36,589
-625
| -2% | -$43.8K | 2.55% | 8 |
|
|
2024
Q3 | $2.67M | Buy |
37,214
+64
| +0.2% | +$4.59K | 2.71% | 8 |
|
|
2024
Q2 | $2.41M | Buy |
37,150
+71
| +0.2% | +$4.61K | 2.62% | 8 |
|
|
2024
Q1 | $2.44M | Sell |
37,079
-224
| -0.6% | -$14.8K | 2.43% | 9 |
|
|
2023
Q4 | $2.34M | Buy |
+37,303
| New | +$2.34M | 2.48% | 9 |
|
|
2022
Q3 | $5M | Buy |
86,474
+876
| +1% | +$50.7K | 9.3% | 5 |
|
|
2022
Q2 | $5.31M | Sell |
85,598
-87
| -0.1% | -$5.39K | 8.61% | 6 |
|
|
2022
Q1 | $5.75M | Sell |
85,685
-2,184
| -2% | -$147K | 7.76% | 6 |
|
|
2021
Q4 | $6.03M | Buy |
+87,869
| New | +$6.03M | 7.63% | 7 |
|