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Whipplewood Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Whipplewood Advisors’s Portfolio SPLV Stock Details SPLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$736K Sell
10,102
-10,388
-51% -$756K 0.4% 70
2025
Q1 		$784K Buy
20,490
+10,100
+97% +$387K 0.46% 55
2024
Q4 		$727K Buy
+10,390
New +$727K 0.41% 60