Lakeridge Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Lakeridge Wealth Management’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
2025 Q3	–	Sell
2025 Q2	$549K	Sell
2025 Q1	$619K	Sell
2024 Q4	$687K	Buy
2024 Q3	$703K	Buy
2024 Q2	$634K	Buy
2024 Q1	$389K	Buy
2023 Q4	$365K	Buy