Heritage Oak Wealth Advisors’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
2024 Q4	–	Sell	-25,583	Closed	-$1.29M	–	167
2024 Q3	$1.29M	Buy	+25,583	New	+$1.29M	0.6%	38