Number of Shares
435,088.00
Current Holdings Value*
$32.51 Mil
% of Portfolio
6.48%
Total Estimate Gain
$7.70 Mil
% of Total Estimate Gain
27.13%

Armbruster Capital Management, Inc.'s Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-03-31, Armbruster Capital Management, Inc. held 435,088.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $32.51 Mil. This investment constitutes 6.48% of their stock portfolio, and Armbruster Capital Management, Inc. now holds 0.42% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2018Q2. And since then Armbruster Capital Management, Inc. has made 21 purchases of SPLV, at an average price of $56.32, for a total of 504,250.00 shares. In addition, there have been 5 sales at an average price of $64.01 for 69,162.00 shares. Based on historical transaction data and SPLV's current price of $72.80, Armbruster Capital Management, Inc.'s estimated gain on his SPLV holdings is $7.70 Mil, reflecting a 27.13% gain to date.

Armbruster Capital Management, Inc. SPLV ($72.80) Holding Chart

Armbruster Capital Management, Inc. SPLV ($72.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1