Householder Group Estate & Retirement Specialist’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
2024
Q4
$50K Sell
2024
Q3
$394K Sell
2024
Q2
$379K Buy
2024
Q1
$332K Sell
2023
Q4
$577K Sell
2023
Q3
$803K Buy
2023
Q1
$1.61M Buy
2022
Q4
Sell
2022
Q3
$1.27M Sell
2022
Q2
$1.5M Buy