BSW Wealth Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell	4,336 -63	-1%	-$4.59K	0.04%	235
2025 Q1	$329K	Buy	4,399 +6	+0.1%	+$448	0.05%	219
2024 Q4	$308K	Buy	4,393 +1,223	+39%	+$85.6K	0.05%	226
2024 Q3	$227K	Buy	+3,170	New	+$227K	0.03%	264