Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $295K | Buy |
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|
2025
Q4 | $274K | Sell |
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|
2025
Q3 | $350K | Buy |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $740K | Sell |
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|
2022
Q4 | $871K | Sell |
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|
2022
Q3 | $784K | Sell |
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|
2022
Q2 | $950K | Buy |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $240K | Buy |
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