MGB Wealth Management’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
Q2
$1.37M Sell
2025
Q1
$1.45M Buy
2024
Q4
$1.29M Hold
2024
Q3
$1.33M Hold
2024
Q2
$1.23M Sell
2024
Q1
$1.27M Sell
2023
Q4
$1.23M Buy