Iams Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Iams Wealth Management’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	-4,726	Closed	-$228K	–	173
2024 Q4	$228K	Buy	+4,726	New	+$236K	0.1%	154
2023 Q4	–	Sell	-6,889	Closed	-$270K	–	122
2023 Q3	$270K	Buy	+6,889	New	+$284K	0.19%	101

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iams Wealth Management's SPHD Position: Q1 2025 in Review

Iams Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 4,726 shares — an estimated $228K sold.

Iams Wealth Management first reported a position in SPHD in Q3 2023 and held it in 2 quarters. The position peaked at $270K in Q3 2023. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

Iams Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Iams Wealth Management sold 4,726 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $228K.
Iams Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and held it in 2 quarters.
Iams Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $270K in Q3 2023.
349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.