Synergy Investment Management’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	–	Sell	-9,827	Closed	-$734K	–	497
2025 Q1	$734K	Sell	9,827 -605	-6%	-$45.2K	0.31%	56
2024 Q4	$730K	Buy	+10,432	New	+$730K	0.31%	51