Heritage Oak Wealth 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	–	Sell	-3,532	Closed	-$264K	–	78
2025 Q1	$264K	Buy	+3,532	New	+$264K	0.12%	60