Ullmann Wealth Partners Group’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
Q3
$211K Hold
2025
Q2
$209K Hold
2025
Q1
$215K Hold
2024
Q4
$201K Hold
2024
Q3
$206K Buy
2017
Q3
Sell
2017
Q2
$128K Hold
2017
Q1
$124K Buy