Gladstone Institutional Advisory’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 | $746K | Buy |
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|
2025
Q2 | $713K | Sell |
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|
2025
Q1 | $764K | Sell |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $798K | Sell |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $739K | Sell |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $931K | Buy |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $850K | Buy |
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|
2022
Q1 | $742K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $359K | Sell |
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|
2020
Q2 | $529K | Buy |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $441K | Buy |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $255K | Buy |
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