WMG Financial Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

WMG Financial Advisors’s Portfolio SPHD Stock Details SPHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$452K	Sell
2025 Q2	$445K	Buy
2025 Q1	$457K	Sell
2024 Q4	$730K	Buy