Number of Shares
222,375.00
Current Holdings Value*
$16.62 Mil
% of Portfolio
1.49%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
11.62%

Capital Investment Advisory Services, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-03-31, Capital Investment Advisory Services, LLC held 222,375.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $16.62 Mil. This investment constitutes 1.49% of their stock portfolio, and Capital Investment Advisory Services, LLC now holds 0.2% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2019Q1. And since then Capital Investment Advisory Services, LLC has made 20 purchases of SPLV, at an average price of $63.78, for a total of 253,484.00 shares. In addition, there have been 6 sales at an average price of $61.34 for 31,109.00 shares. Based on historical transaction data and SPLV's current price of $72.57, Capital Investment Advisory Services, LLC's estimated gain on his SPLV holdings is $1.88 Mil, reflecting a 11.62% gain to date.

Capital Investment Advisory Services, LLC SPLV ($72.57) Holding Chart

Capital Investment Advisory Services, LLC SPLV ($72.57) 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 %

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