Goldstone Financial 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 Q1	–	Sell	-8,158	Closed	-$394K	–	215
2024 Q4	$394K	Sell	8,158 -1,821	-18%	-$88K	0.06%	146
2024 Q3	$505K	Buy	+9,979	New	+$505K	0.09%	117