Wetzel Investment Advisors’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 | $433K | Sell |
5,941
-497
| -8% | -$36.2K | 0.2% | 75 |
|
|
2025
Q1 | $481K | Hold |
6,438
| – | – | 0.24% | 70 |
|
|
2024
Q4 | $451K | Hold |
6,438
| – | – | 0.22% | 71 |
|
|
2024
Q3 | $462K | Sell |
6,438
-389
| -6% | -$27.9K | 0.23% | 69 |
|
|
2024
Q2 | $450K | Buy |
6,827
+119
| +2% | +$7.84K | 0.26% | 67 |
|
|
2024
Q1 | $423K | Sell |
6,708
-293
| -4% | -$18.5K | 0.25% | 69 |
|
|
2023
Q4 | $439K | Buy |
+7,001
| New | +$439K | 0.27% | 64 |
|