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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.6K	Buy	240 +3	+1%	+$145	﹤0.01%	525
2025 Q1	$11.2K	Buy	237 +1	+0.4%	+$47	﹤0.01%	537
2024 Q4	$11.7K	Buy	236 +2	+0.9%	+$99	﹤0.01%	394
2024 Q3	$11.7K	Sell	234 -3,956	-94%	-$197K	﹤0.01%	386
2024 Q2	$195K	Buy	+4,190	New	+$195K	0.06%	77