Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $262K | Buy |
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|
2025
Q3 | $218K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $251K | Buy |
|