Transform Wealth’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
Q1
$366K Hold
2024
Q4
$343K Hold
2024
Q3
$351K Hold
2024
Q2
$318K Hold
2024
Q1
$323K Buy
2020
Q3
Sell
2020
Q2
$257K Hold
2020
Q1
$243K Sell
2019
Q4
$4.76M Sell
2019
Q3
$4.84M Sell
2019
Q2
$19.1M Buy