Second Half Financial Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$414K	Sell	8,347 -42	-0.5%	-$2.11K	0.19%	57
2025 Q4	$403K	Buy	8,389 +274	+3%	+$13.2K	0.18%	54
2025 Q3	$401K	Hold	8,115	–	–	0.18%	57
2025 Q2	$386K	Hold	8,115	–	–	0.18%	54
2025 Q1	$408K	Sell	8,115 -412	-5%	-$20.3K	0.2%	55
2024 Q4	$412K	Sell	8,527 -334	-4%	-$16.7K	0.2%	63
2024 Q3	$448K	Hold	8,861	–	–	0.24%	60
2024 Q2	$394K	Buy	8,861 +225	+3%	+$9.93K	0.32%	28
2024 Q1	$383K	Buy	8,636 +412	+5%	+$17.5K	0.17%	49
2023 Q4	$349K	Hold	8,224	–	–	0.17%	38
2023 Q3	$322K	Sell	8,224 -695	-8%	-$28.6K	0.16%	32
2023 Q2	$369K	Buy	8,919 +649	+8%	+$26.7K	0.08%	115
2023 Q1	$349K	Sell	8,270 -294	-3%	-$12.8K	0.21%	27
2022 Q4	$389K	Hold	8,564	–	–	0.25%	31
2022 Q3	$335K	Buy	+8,564	New	+$378K	0.42%	26