Marshall Financial Group (Maryland)’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	$229K	Sell	3,144 -719	-19%	-$52.4K	0.04%	235
2025 Q1	$289K	Sell	3,863 -629	-14%	-$47K	0.06%	195
2024 Q4	$314K	Sell	4,492 -147	-3%	-$10.3K	0.08%	178
2024 Q3	$333K	Buy	+4,639	New	+$333K	0.08%	171