Summit Wealth Partners’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 | $615K | Hold |
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|
2025
Q1 | $631K | Hold |
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|
2024
Q4 | $591K | Hold |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $668K | Hold |
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|
2024
Q1 | $678K | Hold |
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|
2023
Q4 | $645K | Hold |
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|
2023
Q3 | $605K | Hold |
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|
2023
Q2 | $646K | Hold |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $595K | Hold |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $706K | Sell |
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|
2021
Q3 | $727K | Hold |
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|
2021
Q2 | $728K | Hold |
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|
2021
Q1 | $695K | Sell |
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|
2020
Q4 | $679K | Hold |
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|
2020
Q3 | $647K | Hold |
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|
2020
Q2 | $599K | Hold |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $880K | Buy |
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