Simplicity Wealth’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
2024 Q3	–	Sell	-16,500	Closed	-$733K	–	1100
2024 Q2	$733K	Sell	16,500 -8,063	-33%	-$358K	0.02%	622
2024 Q1	$1.09M	Buy	+24,563	New	+$1.09M	0.03%	492