PWMG

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.62M	Buy	55,176 +2,093	+4%	+$99.5K	1.5%	22
2025 Q1	$2.67M	Sell	53,083 -6,083	-10%	-$306K	1.86%	18
2024 Q4	$2.86M	Buy	59,166 +2,664	+5%	+$129K	1.78%	19
2024 Q3	$2.86M	Buy	+56,502	New	+$2.86M	1.8%	19