Capital Planning Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Capital Planning Advisors’s Portfolio SPHD Stock Details SPHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$5.63M	Sell
2022 Q4	$6.52M	Sell
2022 Q3	$6.63M	Buy
2022 Q2	$6.45M	Buy