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

Atomi Financial Group’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$562K Buy
11,329
+2
+0% +$101 0.02% 671
2025
Q4 		$544K Buy
11,327
+144
+1% +$6.94K 0.02% 650
2025
Q3 		$553K Hold
11,183
– – 0.02% 615
2025
Q2 		$532K Hold
11,183
– – 0.02% 563
2025
Q1 		$562K Hold
11,183
– – 0.03% 486
2024
Q4 		$540K Hold
11,183
– – 0.03% 449
2024
Q3 		$566K Hold
11,183
– – 0.04% 413
2024
Q2 		$497K Hold
11,183
– – 0.04% 400
2024
Q1 		$497K Hold
11,183
– – 0.05% 346
2023
Q4 		$474K Buy
+11,183
New +$445K 0.07% 286

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Royal Bank of Canada
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JP Morgan Chase
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Franklin Resources
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return