Silver Oak Securities’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$317K Hold
2025
Q3
$324K Sell
2025
Q2
$359K Hold
2025
Q1
$365K Hold
2024
Q4
$346K Hold
2024
Q3
$354K Buy
2024
Q1
Sell
2023
Q4
$338K Buy
2023
Q3
Sell
2023
Q2
$362K Buy