Principle Wealth Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $211K | Hold |
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|
2025
Q2 | $203K | Hold |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $246K | Buy |
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