Sequoia Financial 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 | $8.37M | Sell |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $222K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $944K | Buy |
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|
2014
Q4 | $506K | Buy |
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|
2014
Q3 | $385K | Buy |
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