IHT Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

IHT Wealth Management’s Portfolio SPDV Stock Details SPDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,250	Closed	-$203K	–	1196
2025 Q1	$203K	Buy	+6,250	New	+$207K	0.01%	1033
2023 Q3	–	Sell	-7,600	Closed	-$216K	–	1023
2023 Q2	$216K	Sell	7,600 -2,255	-23%	-$62.4K	0.01%	852
2023 Q1	$278K	Sell	9,855 -2,045	-17%	-$59.8K	0.02%	726
2022 Q4	$347K	Buy	+11,900	New	+$340K	0.02%	600

Other funds holding SPDV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

TSWM

Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IHT Wealth Management's SPDV Position: Q2 2025 in Review

IHT Wealth Management sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q2 2025, closing a stake of 6,250 shares — an estimated $203K sold.

IHT Wealth Management first reported a position in SPDV in Q4 2022 and held it in 4 quarters. The position peaked at $347K in Q4 2022. 30 funds tracked by Wall St. Rank hold SPDV as of Q2 2025.

IHT Wealth Management reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q2 2025 after selling out during the quarter.
IHT Wealth Management sold 6,250 AAM S&P 500 High Dividend Value ETF shares in Q2 2025, an estimated $203K.
IHT Wealth Management first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2022 and held it in 4 quarters.
IHT Wealth Management's AAM S&P 500 High Dividend Value ETF position peaked at $347K in Q4 2022.
30 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.