EPG 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
Q2 | – | Sell |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q3 | $103K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $980K | Buy |
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