Heritage 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
2025 Q2	$809	Buy	+17	New	+$809	﹤0.01%	539
2022 Q3	–	Sell	-618	Closed	-$27K	–	570
2022 Q2	$27K	Buy	+618	New	+$27K	﹤0.01%	387