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

Holistic Planning’s Portfolio SPLV Stock Details SPLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$689K	Sell
2025 Q4	$679K	Sell
2025 Q3	$786K	Sell
2025 Q2	$882K	Sell
2025 Q1	$911K	Sell
2024 Q4	$894K	Sell
2024 Q3	$1.07M	Sell
2024 Q2	$1.54M	Sell
2024 Q1	$1.58M	Sell
2023 Q4	$1.67M	Buy