Kingswood Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
$896K Sell
2025
Q1
$930K Sell
2024
Q4
$1.04M Buy
2024
Q3
$552K Buy
2024
Q2
$210K Sell
2024
Q1
$661K Sell
2023
Q4
$715K Buy
2023
Q3
$394K Buy
2023
Q2
$310K Buy