Goldstein Advisors’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	$238K	Hold	3,264	–	–	0.03%	164
2025 Q1	$244K	Hold	3,264	–	–	0.04%	161
2024 Q4	$228K	Sell	3,264 -131	-4%	-$9.17K	0.03%	164
2024 Q3	$244K	Hold	3,395	–	–	0.04%	155
2024 Q2	$221K	Buy	+3,395	New	+$221K	0.04%	147