First Foundation Advisors’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 | $256K | Buy |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $256K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $810K | Buy |
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