Cornerstone Planning Group’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	$27.6K	Hold	378	–	–	0.01%	355
2025 Q1	$27.2K	Hold	378	–	–	0.01%	345
2024 Q4	$27.3K	Buy	+378	New	+$27.3K	0.01%	264
2023 Q4	–	Sell	-56	Closed	-$3.29K	–	1019
2023 Q3	$3.29K	Buy	+56	New	+$3.29K	﹤0.01%	588