Brown, Lisle/Cummings’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
Q3 | $410K | Hold |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $385K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $265K | Buy |
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