WMG Financial Advisors’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	$445K	Buy	9,348 +245	+3%	+$11.7K	0.16%	91
2025 Q1	$457K	Sell	9,103 -6,000	-40%	-$301K	0.19%	76
2024 Q4	$730K	Buy	+15,103	New	+$730K	0.31%	51