Coppell Advisory Solutions’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
Q1
Sell
-36,697
Closed -$1.77M 1638
2024
Q4
$1.77M Sell
36,697
-716
-2% -$35.8K 0.25% 85
2024
Q3
$1.89M Buy
37,413
+36,801
+6,013% +$1.76M 0.28% 81
2024
Q2
$27.2K Buy
+612
New +$27K ﹤0.01% 671
2023
Q4
$9.97K Buy
+235
New +$9.36K ﹤0.01% 934

Other funds holding SPHD

Coppell Advisory Solutions's SPHD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 36,697 shares — an estimated $1.77M sold.

Coppell Advisory Solutions first reported a position in SPHD in Q4 2023 and held it in 4 quarters. The position peaked at $1.89M in Q3 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 36,697 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $1.77M.
  • Coppell Advisory Solutions first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.89M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.