Medallion Wealth Advisors, LLC’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$663K Sell
2025
Q4
$657K Buy
2025
Q3
$645K Hold
2025
Q2
$624K Hold
2025
Q1
$654K Buy
2024
Q4
$584K Buy