Portland 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
2025 Q2	$725K	Hold	15,252	–	–	1.74%	17
2025 Q1	$766K	Buy	15,252 +1,730	+13%	+$86.9K	1.96%	13
2024 Q4	$653K	Buy	+13,522	New	+$653K	1.76%	12