LA
LM Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
55,624
-2,398
| -4% | -$114K | 0.34% | 45 |
|
|
2025
Q1 | $2.91M | Buy |
58,022
+500
| +0.9% | +$25.1K | 0.52% | 39 |
|
|
2024
Q4 | $2.78M | Sell |
57,522
-979
| -2% | -$47.3K | 0.5% | 40 |
|
|
2024
Q3 | $2.96M | Sell |
58,501
-2,186
| -4% | -$111K | 0.6% | 34 |
|
|
2024
Q2 | $2.7M | Buy |
60,687
+23
| +0% | +$1.02K | ﹤0.01% | 57 |
|
|
2024
Q1 | $2.69M | Buy |
60,664
+1,604
| +3% | +$71.2K | 0.43% | 44 |
|
|
2023
Q4 | $2.5M | Buy |
+59,060
| New | +$2.5M | 0.5% | 39 |
|