Optivise Advisory Services’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	$726K	Buy	9,976 +220	+2%	+$16K	0.37%	68
2025 Q1	$729K	Buy	9,756 +2	+0%	+$149	0.41%	64
2024 Q4	$683K	Sell	9,754 -27,410	-74%	-$1.92M	0.37%	71
2024 Q3	$2.67M	Buy	37,164 +27,284	+276%	+$1.96M	1.4%	10
2024 Q2	$642K	Buy	+9,880	New	+$642K	0.35%	66