Wealthspire Advisors (New York)’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	$675K	Hold	14,198	–	–	﹤0.01%	467
2025 Q1	$713K	Sell	14,198 -441	-3%	-$22.2K	﹤0.01%	446
2024 Q4	$707K	Buy	14,639 +711	+5%	+$34.3K	0.01%	437
2024 Q3	$704K	Hold	13,928	–	–	0.01%	433
2024 Q2	$619K	Buy	+13,928	New	+$619K	0.01%	388