Wealthspire Advisors (New York)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
10,257
-1,755
| -15% | -$128K | ﹤0.01% | 441 |
|
|
2025
Q1 | $898K | Sell |
12,012
-683
| -5% | -$51K | 0.01% | 395 |
|
|
2024
Q4 | $889K | Sell |
12,695
-2,284
| -15% | -$160K | 0.01% | 393 |
|
|
2024
Q3 | $1.07M | Sell |
14,979
-3,502
| -19% | -$251K | 0.01% | 362 |
|
|
2024
Q2 | $1.2M | Sell |
18,481
-8,560
| -32% | -$556K | 0.02% | 286 |
|
|
2024
Q1 | $1.78M | Sell |
27,041
-6,313
| -19% | -$416K | 0.02% | 218 |
|
|
2023
Q4 | $2.09M | Buy |
33,354
+29,457
| +756% | +$1.85M | 0.03% | 186 |
|
|
2023
Q3 | $229K | Buy |
+3,897
| New | +$229K | ﹤0.01% | 537 |
|