Jones Financial Companies’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
Q2 | $10.4M | Buy |
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2025
Q1 | $8.27M | Buy |
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|
2024
Q4 | $5.48M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $51K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $290K | Buy |
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