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Modern Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Modern Wealth Management’s Portfolio SPHD Stock Details SPHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,615
Closed -$332K – 799
2025
Q1 		$332K Sell
6,615
-558
-8% -$28K 0.01% 496
2024
Q4 		$347K Sell
7,173
-2,405
-25% -$116K 0.01% 424
2024
Q3 		$484K Buy
+9,578
New +$484K 0.03% 259