Summit Financial Wealth Advisors’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
2015
Q3
Sell
-22,111
Closed -$810K 254
2015
Q2
$810K Buy
22,111
+410
+2% +$15K 0.5% 40
2015
Q1
$806K Buy
21,701
+13,651
+170% +$507K 0.55% 37
2014
Q4
$306K Buy
+8,050
New +$306K 0.21% 55