Fulcrum Equity 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
Q1
Sell
-4,562
Closed -$220K 120
2024
Q4
$220K Sell
4,562
-348
-7% -$17.4K 0.22% 102
2024
Q3
$248K Buy
+4,910
New +$235K 0.21% 120
2022
Q2
Sell
-6,728
Closed -$318K 112
2022
Q1
$318K Buy
+6,728
New +$307K 0.19% 76

Other funds holding SPHD

Fulcrum Equity Management's SPHD Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 4,562 shares — an estimated $220K sold.

Fulcrum Equity Management first reported a position in SPHD in Q1 2022 and held it in 3 quarters. The position peaked at $318K in Q1 2022. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

  • Fulcrum Equity Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,562 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $220K.
  • Fulcrum Equity Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and held it in 3 quarters.
  • Fulcrum Equity Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $318K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.