Lifeworks 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 | – | Sell |
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|
2025
Q4 | $417K | Sell |
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|
2025
Q3 | $966K | Buy |
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|
2025
Q2 | $908K | Buy |
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|
2025
Q1 | $762K | Hold |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $735K | Hold |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $684K | Buy |
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