Congress Wealth Management’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	$310K	Sell	4,260 -145	-3%	-$10.6K	﹤0.01%	1063
2025 Q1	$328K	Buy	4,405 +1,241	+39%	+$92.4K	﹤0.01%	919
2024 Q4	$221K	Buy	3,164 +357	+13%	+$25K	﹤0.01%	832
2024 Q3	$201K	Buy	+2,807	New	+$201K	﹤0.01%	822