Summit Trail 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
Q3 | $889K | Hold |
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|
2025
Q2 | $881K | Hold |
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|
2025
Q1 | $904K | Hold |
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|
2024
Q4 | $847K | Hold |
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|
2024
Q3 | $868K | Hold |
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|
2024
Q2 | $786K | Hold |
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|
2024
Q1 | $797K | Hold |
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|
2023
Q4 | $758K | Hold |
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|
2023
Q3 | $711K | Hold |
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|
2023
Q2 | $760K | Hold |
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|
2023
Q1 | $755K | Buy |
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