Triad Wealth Partners’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,705	Closed	-$403K	–	220
2024 Q4	$403K	Buy	+3,705	New	+$403K	0.15%	108
2024 Q3	–	Sell	-3,866	Closed	-$401K	–	630
2024 Q2	$401K	Buy	+3,866	New	+$401K	0.21%	47