Kestra Private Wealth Services’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 | $299K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $925K | Sell |
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|
2021
Q4 | $897K | Sell |
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|
2021
Q3 | $852K | Buy |
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|
2021
Q2 | $839K | Sell |
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|
2021
Q1 | $836K | Sell |
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|
2020
Q4 | $825K | Sell |
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|
2020
Q3 | $949K | Buy |
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