Waverly Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Sell	4,881 -100	-2%	-$4.56K	﹤0.01%	1082
2025 Q1	$230K	Sell	4,981 -200	-4%	-$9.24K	﹤0.01%	1013
2024 Q4	$245K	Buy	5,181 +713	+16%	+$33.7K	﹤0.01%	880
2024 Q3	$215K	Sell	4,468 -2,180	-33%	-$105K	﹤0.01%	763
2024 Q2	$290K	Buy	+6,648	New	+$290K	0.01%	672