Aj Wealth Strategies, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 207,395 shares of SPLV stock, worth $14.7 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
207,395
Previous 366,281 43.38%
Holding current value
$14.7 Million
Previous $22.9 Million 43.01%
% of portfolio
0.63%
Previous 1.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$60.28 - $64.24 $9.58 Million - $10.2 Million
-158,886 Reduced 43.38%
207,395 $13 Million
Q1 2023

Apr 28, 2023
SELL
$59.48 - $65.02 $359,556 - $393,045
-6,045 Reduced 1.62%
366,281 $22.9 Million
Q4 2022

Jan 25, 2023
BUY
$56.92 - $65.36 $17.1 Million - $19.7 Million
300,834 Added 420.79%
372,326 $23.8 Million
Q3 2022

Oct 27, 2022
BUY
$57.83 - $67.03 $1.19 Million - $1.38 Million
20,556 Added 40.36%
71,492 $4.13 Million
Q2 2022

Aug 04, 2022
BUY
$58.54 - $69.42 $1.65 Million - $1.96 Million
28,187 Added 123.9%
50,936 $3.16 Million
Q3 2020

Nov 16, 2020
SELL
$49.96 - $55.57 $446,292 - $496,406
-8,933 Reduced 28.2%
22,749 $1.22 Million
Q1 2020

May 15, 2020
BUY
$39.35 - $62.03 $4,131 - $6,513
105 Added 0.33%
31,682 $1.49 Million
Q1 2019

May 13, 2019
BUY
$45.48 - $52.64 $67,219 - $77,801
1,478 Added 4.91%
31,577 $1.66 Million
Q3 2018

Nov 15, 2018
BUY
$47.48 - $50.4 $249,839 - $265,204
5,262 Added 21.19%
30,099 $1.49 Million
Q2 2018

Jul 19, 2018
BUY
$46.17 - $47.56 $1.15 Million - $1.18 Million
24,837 New
24,837 $1.18 Million

Others Institutions Holding SPLV

# of Institutions
769
Shares Held
65.3M
Call Options Held
24.8K
Put Options Held
320K
View Full List

About INVESCO ETF TR II S&P 500 LOW

SPLV Quotes by TradingView
  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email