Waterloo Capital’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Waterloo Capital’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Buy
2025 Q2	$245K	Sell
2025 Q1	$297K	Sell
2024 Q4	$291K	Sell
2024 Q3	$349K	Sell
2024 Q2	$313K	Sell
2024 Q1	$378K	Buy
2023 Q4	$345K	Buy