Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $3.51M | Buy |
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|
2025
Q3 | $3.51M | Buy |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $3.39M | Buy |
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|
2024
Q4 | $3.23M | Sell |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.26B | Hold |
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|
2022
Q3 | $1.13M | Buy |
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