CCIA
Cherry Creek Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,102
| Closed | -$826K | – | 115 |
|
|
2024
Q4 | $826K | Sell |
17,102
-5,560
| -25% | -$269K | 0.41% | 40 |
|
|
2024
Q3 | $1.15M | Sell |
22,662
-3,505
| -13% | -$177K | 0.59% | 31 |
|
|
2024
Q2 | $1.16M | Sell |
26,167
-20,649
| -44% | -$917K | 0.61% | 31 |
|
|
2024
Q1 | $2.08M | Buy |
+46,816
| New | +$2.08M | 1.13% | 22 |
|