Orion Portfolio Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $671K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $4.17M | Sell |
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|
2019
Q4 | $6.71M | Buy |
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