AE Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $146K | Buy |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $986K | Sell |
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|
2023
Q4 | $5.9M | Buy |
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|
2023
Q3 | $5.1M | Buy |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $5.19M | Buy |
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|
2022
Q4 | $5.01M | Buy |
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|
2022
Q3 | $4.45M | Sell |
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|
2022
Q2 | $6.59M | Sell |
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|
2022
Q1 | $7.88M | Buy |
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|
2021
Q4 | $7.29M | Buy |
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|
2021
Q3 | $6.31M | Sell |
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|
2021
Q2 | $7.54M | Buy |
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|
2021
Q1 | $5.97M | Buy |
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|
2020
Q4 | $2.6M | Buy |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $4.68M | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $806K | Buy |
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|
2019
Q2 | $337K | Buy |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $381K | Buy |
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