NWWA
SPHD icon

New Wave Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

New Wave Wealth Advisors’s Portfolio SPHD Stock Details SPHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,435
Closed -$69.3K – 594
2024
Q4 		$69.3K Sell
1,435
-24,148
-94% -$1.17M 0.03% 199
2024
Q3 		$1.29M Buy
25,583
+800
+3% +$40.5K 0.6% 38
2024
Q2 		$1.1M Buy
+24,783
New +$1.1M 0.59% 40