Cornerstone Planning Group’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Cornerstone Planning Group’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$26.8K	Hold
2025 Q2	$27.6K	Hold
2025 Q1	$27.2K	Hold
2024 Q4	$27.3K	Buy
2023 Q4	–	Sell
2023 Q3	$3.29K	Buy