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IAM Advisory’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

IAM Advisory’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,847
Closed -$717K – 107
2024
Q4 		$717K Sell
14,847
-3,284
-18% -$164K 0.18% 68
2024
Q3 		$917K Buy
18,131
+3,138
+21% +$150K 0.23% 60
2024
Q2 		$666K Buy
14,993
+161
+1% +$7.11K 0.18% 63
2024
Q1 		$659K Sell
14,832
-499
-3% -$21.2K 0.18% 64
2023
Q4 		$650K Sell
15,331
-1,409
-8% -$56.1K 0.2% 62
2023
Q3 		$656K Buy
16,740
+1,219
+8% +$50.2K 0.23% 56
2023
Q2 		$642K Sell
15,521
-1,556
-9% -$64K 0.22% 57
2023
Q1 		$721K Buy
17,077
+91
+0.5% +$3.96K 0.25% 56
2022
Q4 		$745K Buy
16,986
+2,743
+19% +$118K 0.27% 50
2022
Q3 		$557K Sell
14,243
-8,076
-36% -$356K 0.24% 57
2022
Q2 		$985K Buy
+22,319
New +$1.04M 0.4% 40

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return