Geneos 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
Q3 | $4.58M | Sell |
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|
2025
Q2 | $4.46M | Sell |
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|
2025
Q1 | $9.15M | Buy |
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|
2024
Q4 | $4.26M | Buy |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $3.94M | Sell |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $4.97M | Buy |
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|
2023
Q1 | $4.68M | Sell |
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|
2022
Q4 | $5.32M | Sell |
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|
2022
Q3 | $5.03M | Buy |
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|
2022
Q2 | $5.45M | Buy |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $4.54M | Buy |
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|
2021
Q3 | $4.06M | Buy |
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|
2021
Q2 | $4.14M | Buy |
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|
2021
Q1 | $4.01M | Sell |
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|
2020
Q4 | $4.14M | Buy |
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|
2020
Q3 | $2.62M | Sell |
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|
2020
Q2 | $2.76M | Sell |
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|
2020
Q1 | $2.85M | Buy |
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|
2019
Q4 | $3.6M | Buy |
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|
2019
Q3 | $2.98M | Buy |
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|
2019
Q2 | $2.43M | Buy |
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|
2019
Q1 | $2.09M | Sell |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $2.14M | Buy |
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|
2018
Q2 | $1.7M | Buy |
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