Atria Wealth Solutions’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.23M	Buy	85,461 +19,188	+29%	+$1.39M	0.14%	168
2025 Q1	$4.95M	Sell	66,273 -89,046	-57%	-$6.43M	0.06%	339
2024 Q4	$10.9M	Sell	155,319 -24,461	-14%	-$1.76M	0.12%	179
2024 Q3	$12.9M	Buy	179,780 +40,379	+29%	+$2.77M	0.14%	159
2024 Q2	$9.05M	Sell	139,401 -2,639	-2%	-$171K	0.1%	210
2024 Q1	$9.36M	Sell	142,040 -14,623	-9%	-$932K	0.11%	204
2023 Q4	$9.82M	Buy	156,663 +8,312	+6%	+$500K	0.12%	170
2023 Q3	$8.72M	Sell	148,351 -7,974	-5%	-$493K	0.12%	176
2023 Q2	$9.82M	Buy	156,325 +2,754	+2%	+$172K	0.13%	158
2023 Q1	$9.58M	Sell	153,571 -41,504	-21%	-$2.59M	0.14%	151
2022 Q4	$12.5M	Buy	195,075 +9,589	+5%	+$595K	0.2%	114
2022 Q3	$10.7M	Buy	185,486 +2,714	+1%	+$172K	0.19%	116
2022 Q2	$11.3M	Buy	182,772 +15,338	+9%	+$992K	0.23%	105
2022 Q1	$11.2M	Buy	+167,434	New	+$10.9M	0.19%	117