Farther Finance Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
9,112
-834
| -8% | -$39.7K | 0.01% | 978 |
|
|
2025
Q1 | $497K | Buy |
9,946
+63
| +0.6% | +$3.15K | 0.01% | 788 |
|
|
2024
Q4 | $477K | Sell |
9,883
-1,066
| -10% | -$51.5K | 0.02% | 608 |
|
|
2024
Q3 | $553K | Buy |
10,949
+1,901
| +21% | +$96.1K | 0.02% | 550 |
|
|
2024
Q2 | $399K | Buy |
9,048
+2,781
| +44% | +$123K | 0.02% | 567 |
|
|
2024
Q1 | $277K | Buy |
6,267
+1,313
| +27% | +$58K | 0.02% | 578 |
|
|
2023
Q4 | $210K | Sell |
4,954
-3,643
| -42% | -$155K | 0.02% | 539 |
|
|
2023
Q3 | $337K | Sell |
8,597
-957
| -10% | -$37.5K | 0.05% | 274 |
|
|
2023
Q2 | $395K | Sell |
9,554
-804
| -8% | -$33.2K | 0.09% | 192 |
|
|
2023
Q1 | $437K | Buy |
10,358
+9,785
| +1,708% | +$413K | 0.13% | 155 |
|
|
2022
Q4 | $25.1K | Buy |
+573
| New | +$25.1K | 0.01% | 660 |
|