GPS Wealth Strategies Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $195K | Buy |
4,107
+1,706
| +71% | +$81.1K | 0.02% | 325 |
|
2025
Q1 | $121K | Sell |
2,401
-2
| -0.1% | -$100 | 0.02% | 407 |
|
2024
Q4 | $116K | Sell |
2,403
-791
| -25% | -$38.2K | 0.01% | 399 |
|
2024
Q3 | $162K | Hold |
3,194
| – | – | 0.02% | 348 |
|
2024
Q2 | $142K | Sell |
3,194
-379
| -11% | -$16.8K | 0.02% | 326 |
|
2024
Q1 | $159K | Sell |
3,573
-428
| -11% | -$19K | 0.03% | 285 |
|
2023
Q4 | $170K | Sell |
4,001
-2,477
| -38% | -$105K | 0.03% | 269 |
|
2023
Q3 | $254K | Hold |
6,478
| – | – | 0.05% | 216 |
|
2023
Q2 | $268K | Buy |
6,478
+1,895
| +41% | +$78.4K | 0.05% | 213 |
|
2023
Q1 | $193K | Buy |
+4,583
| New | +$193K | 0.04% | 242 |
|
2022
Q4 | – | Sell |
-2,320
| Closed | -$91K | – | 950 |
|
2022
Q3 | $91K | Hold |
2,320
| – | – | 0.02% | 322 |
|
2022
Q2 | $102K | Hold |
2,320
| – | – | 0.03% | 312 |
|
2022
Q1 | $110K | Buy |
+2,320
| New | +$110K | 0.02% | 290 |
|