Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $957K | Buy |
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|
2025
Q2 | $902K | Sell |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $941K | Buy |
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|
2024
Q3 | $982K | Buy |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $890K | Sell |
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|
2023
Q4 | $952K | Sell |
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|
2023
Q3 | $899K | Sell |
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|
2023
Q2 | $969K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $678K | Sell |
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|
2020
Q3 | $687K | Sell |
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|
2020
Q2 | $697K | Buy |
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|
2020
Q1 | $626K | Buy |
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|
2019
Q4 | $912K | Buy |
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|
2019
Q3 | $871K | Buy |
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|
2019
Q2 | $806K | Buy |
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|
2019
Q1 | $539K | Buy |
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