SFG 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
Sell
2025
Q1
$248K Sell
2024
Q4
$237K Sell
2024
Q3
$278K Sell
2024
Q2
$316K Buy
2024
Q1
$320K Buy
2023
Q4
$303K Sell
2023
Q3
$328K Sell
2023
Q2
$357K Buy
2023
Q1
$262K Buy
2022
Q4
$257K Sell
2022
Q3
$276K Buy
2022
Q2
$296K Buy
2022
Q1
$320K Buy
2021
Q4
$327K Buy