Whalen Wealth Management’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	–	Sell	-39,885	Closed	-$2M	–	220
2025 Q1	$2M	Buy	+39,885	New	+$2M	1.34%	23