Lionshead Wealth Management’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
$271K Buy
3,725
+60
+2% +$4.37K 0.25% 78
2025
Q1
$274K Sell
3,665
-1,603
-30% -$120K 0.28% 73
2024
Q4
$369K Buy
+5,268
New +$369K 0.27% 73