Optivise Advisory Services’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 Q1	–	Sell	-35,068	Closed	-$1.69M	–	210
2024 Q4	$1.69M	Sell	35,068 -4,478	-11%	-$216K	0.91%	27
2024 Q3	$2M	Buy	+39,546	New	+$2M	1.05%	19