Sage Capital Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
20,028
-546
| -3% | -$26K | 0.46% | 55 |
|
|
2025
Q1 | $1.03M | Buy |
20,574
+526
| +3% | +$26.4K | 0.56% | 52 |
|
|
2024
Q4 | $969K | Sell |
20,048
-1,354
| -6% | -$65.4K | 0.49% | 52 |
|
|
2024
Q3 | $1.08M | Buy |
21,402
+140
| +0.7% | +$7.08K | 0.52% | 52 |
|
|
2024
Q2 | $945K | Buy |
21,262
+177
| +0.8% | +$7.86K | 0.5% | 52 |
|
|
2024
Q1 | $936K | Buy |
21,085
+53
| +0.3% | +$2.35K | 0.51% | 53 |
|
|
2023
Q4 | $892K | Buy |
+21,032
| New | +$892K | 0.53% | 50 |
|