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

Sard Wealth Management Group’s Portfolio SPLV Stock Details SPLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.11M	Buy
2025 Q2	$3.04M	Buy
2025 Q1	$3.09M	Buy
2024 Q4	$2.87M	Buy
2024 Q3	$2.9M	Sell
2024 Q2	$2.66M	Sell
2024 Q1	$5.11M	Sell
2023 Q4	$4.87M	Buy