Ownership history in Signify Wealth · 5 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth reported a position in INVESCO EXCH TRADED FD TR II (SPLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 60,383 | +4,630 | +8.3% | 4.77% | $4.2M | $68.36 |
| 2024 Q3 | ADDED | 55,753 | +8,079 | +16.9% | 4.90% | $4.0M | $69.75 |
| 2024 Q2 | ADDED | 47,674 | +1,350 | +2.9% | 4.46% | $3.1M | $62.87 |
| 2024 Q1 | ADDED | 46,324 | +5,491 | +13.4% | 5.06% | $3.1M | $63.44 |
As of 2025 Q4 — sorted by position size