Capital Advisors 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
Q3 | $245K | Buy |
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|
2025
Q2 | $236K | Buy |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $15.5M | Buy |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $8.44M | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $224K | Buy |
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