Peak Financial 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
2023 Q2	–	Sell	-19,800	Closed	-$836K	–	73
2023 Q1	$836K	Sell	19,800 -53,069	-73%	-$2.24M	0.71%	34
2022 Q4	$3.19M	Buy	72,869 +19,797	+37%	+$868K	2.91%	10
2022 Q3	$2.08M	Buy	+53,072	New	+$2.08M	2.55%	13