Optivise Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SPHD
Optivise Advisory Services's SPHD Position: Q1 2025 in Review
Optivise Advisory Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 35,068 shares — an estimated $1.69M sold.
Optivise Advisory Services first reported a position in SPHD in Q3 2024 and held it in 2 quarters. The position peaked at $2M in Q3 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.
- Optivise Advisory Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
- Optivise Advisory Services sold 35,068 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $1.69M.
- Optivise Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and held it in 2 quarters.
- Optivise Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2M in Q3 2024.
- 349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.
Based on Optivise Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.