Interactive Financial Advisors’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 | $416K | Sell |
8,382
-414
| -5% | -$20.8K | 0.27% | 54 |
|
|
2025
Q4 | $422K | Sell |
8,796
-3,007
| -25% | -$145K | 0.27% | 52 |
|
|
2025
Q3 | $584K | Sell |
11,803
-2,891
| -20% | -$141K | 0.32% | 49 |
|
|
2025
Q2 | $699K | Sell |
14,694
-632
| -4% | -$29.9K | 0.34% | 44 |
|
|
2025
Q1 | $770K | Buy |
15,326
+26
| +0.2% | +$1.28K | 0.41% | 41 |
|
|
2024
Q4 | $739K | Sell |
15,300
-420
| -3% | -$21K | 0.39% | 43 |
|
|
2024
Q3 | $795K | Sell |
15,720
-791
| -5% | -$37.9K | 0.41% | 44 |
|
|
2024
Q2 | $734K | Sell |
16,511
-188
| -1% | -$8.3K | 0.4% | 42 |
|
|
2024
Q1 | $741K | Buy |
16,699
+10,691
| +178% | +$455K | 0.41% | 41 |
|
|
2023
Q4 | $617K | Sell |
6,008
-11,775
| -66% | -$469K | 0.33% | 46 |
|
|
2023
Q3 | $697K | Sell |
17,783
-1,704
| -9% | -$70.2K | 0.47% | 37 |
|
|
2023
Q2 | $806K | Sell |
19,487
-363
| -2% | -$14.9K | 0.55% | 40 |
|
|
2023
Q1 | $838K | Sell |
19,850
-48
| -0.2% | -$2.09K | 0.54% | 36 |
|
|
2022
Q4 | $872K | Buy |
19,898
+764
| +4% | +$32.8K | 0.52% | 39 |
|
|
2022
Q3 | $748K | Buy |
19,134
+5,608
| +41% | +$247K | 0.43% | 43 |
|
|
2022
Q2 | $597K | Buy |
13,526
+519
| +4% | +$24.2K | 0.3% | 45 |
|
|
2022
Q1 | $830K | Buy |
13,007
+3,371
| +35% | +$154K | 0.39% | 46 |
|
|
2021
Q4 | $436K | Buy |
9,636
+72
| +0.8% | +$3.13K | 0.17% | 61 |
|
|
2021
Q3 | $405K | Buy |
9,564
+440
| +5% | +$19.3K | 0.18% | 62 |
|
|
2021
Q2 | $402K | Sell |
9,124
-3,809
| -29% | -$170K | 0.16% | 61 |
|
|
2021
Q1 | $554K | Sell |
12,933
-1,475
| -10% | -$59.2K | 0.23% | 52 |
|
|
2020
Q4 | $541K | Sell |
14,408
-472
| -3% | -$16.9K | 0.25% | 50 |
|
|
2020
Q3 | $491K | Buy |
14,880
+12
| +0.1% | +$405 | 0.24% | 45 |
|
|
2020
Q2 | $489K | Buy |
14,868
+6,621
| +80% | +$215K | 0.24% | 44 |
|
|
2020
Q1 | $247K | Sell |
8,247
-5,011
| -38% | -$196K | 0.22% | 38 |
|
|
2019
Q4 | $584K | Buy |
13,258
+53
| +0.4% | +$2.27K | 0.26% | 48 |
|
|
2019
Q3 | $563K | Sell |
13,205
-568
| -4% | -$23.7K | 0.26% | 43 |
|
|
2019
Q2 | $580K | Sell |
13,773
-1,247
| -8% | -$52.4K | 0.27% | 48 |
|
|
2019
Q1 | $638K | Buy |
15,020
+347
| +2% | +$14.3K | 0.31% | 35 |
|
|
2018
Q4 | $561K | Sell |
14,673
-2,893
| -16% | -$117K | 0.29% | 37 |
|
|
2018
Q3 | $727K | Buy |
17,566
+1,295
| +8% | +$53.9K | 0.35% | 41 |
|
|
2018
Q2 | $668K | Buy |
16,271
+656
| +4% | +$26.3K | 0.32% | 38 |
|
|
2018
Q1 | $616K | Buy |
15,615
+1,671
| +12% | +$68.1K | 0.29% | 40 |
|
|
2017
Q4 | $592K | Buy |
13,944
+4,087
| +41% | +$171K | 0.26% | 44 |
|
|
2017
Q3 | $404K | Sell |
9,857
-4,984
| -34% | -$201K | 0.18% | 47 |
|
|
2017
Q2 | $597K | Sell |
14,841
-666
| -4% | -$26.8K | 0.28% | 45 |
|
|
2017
Q1 | $628K | Buy |
15,507
+1,263
| +9% | +$50.7K | 0.31% | 42 |
|
|
2016
Q4 | $558K | Buy |
14,244
+10,006
| +236% | +$384K | 0.28% | 45 |
|
|
2016
Q3 | $165K | Buy |
+4,238
| New | +$166K | 0.08% | 60 |
|
Other funds holding SPHD
BCM
Interactive Financial Advisors's SPHD Position: Q1 2026 in Review
Interactive Financial Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 4.7% in Q1 2026, selling an estimated $20.8K and leaving 8,382 shares worth $416K. The position accounts for 0.27% of the portfolio, ranked #54.
Interactive Financial Advisors first reported a position in SPHD in Q3 2016 and has held it in 39 quarters since. The position peaked at $872K in Q4 2022. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.
- Interactive Financial Advisors held 8,382 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $416K as of Q1 2026.
- Interactive Financial Advisors sold 414 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $20.8K.
- Invesco S&P 500 High Dividend Low Volatility ETF made up 0.27% of Interactive Financial Advisors's portfolio in Q1 2026, its #54 holding.
- Interactive Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and has held it in 39 quarters since.
- Interactive Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $872K in Q4 2022.
- 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.
Based on Interactive Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.