MWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.09M	Buy	+28,662	New	+$2.09M	0.06%	280
2023 Q2	–	Sell	-342,886	Closed	-$21.4M	–	416
2023 Q1	$21.4M	Sell	342,886 -262,717	-43%	-$16.4M	0.81%	31
2022 Q4	$38.7M	Buy	+605,603	New	+$38.7M	1.47%	7