MGB Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.4K | Hold |
1,417
| – | – | 0.02% | 253 |
|
|
2025
Q1 | $71.2K | Hold |
1,417
| – | – | 0.03% | 241 |
|
|
2024
Q4 | $68.5K | Sell |
1,417
-7
| -0.5% | -$338 | 0.02% | 233 |
|
|
2024
Q3 | $72K | Hold |
1,424
| – | – | 0.03% | 223 |
|
|
2024
Q2 | $65K | Hold |
1,424
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $63.2K | Hold |
1,424
| – | – | 0.03% | 220 |
|
|
2023
Q4 | $60.4K | Buy |
+1,424
| New | +$60.4K | 0.03% | 215 |
|