ORG Wealth Partners’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	$518K	Buy	7,068 +1,171	+20%	+$85.8K	0.12%	113
2025 Q1	$441K	Buy	+5,897	New	+$441K	0.14%	124
2024 Q4	–	Hold	0	–	-$30	–	495
2024 Q3	–	Hold	0	–	–	–	465