Independent Wealth Network’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell	12,470 -343	-3%	-$7.04K	0.09%	216
2025 Q1	$256K	Sell	12,813 -348	-3%	-$6.95K	0.1%	197
2024 Q4	$283K	Buy	13,161 +4,071	+45%	+$87.6K	0.11%	178
2024 Q3	$201K	Buy	+9,090	New	+$201K	0.09%	213