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Sound Income Strategies’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Sound Income Strategies’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63K Hold
33
– – ﹤0.01% 2201
2025
Q4 		$1.63K Buy
+33
New +$1.59K ﹤0.01% 2184
2024
Q1 		– Sell
-994
Closed -$42.2K – 1441
2023
Q4 		$42.2K Buy
+994
New +$39.6K ﹤0.01% 439
2021
Q3 		– Sell
-100
Closed -$4K – 905
2021
Q2 		$4K Hold
100
– – ﹤0.01% 644
2021
Q1 		$4.29K Hold
100
– – ﹤0.01% 647
2020
Q4 		$4K Hold
100
– – ﹤0.01% 635
2020
Q3 		$3K Hold
100
– – ﹤0.01% 627
2020
Q2 		$3K Buy
+100
New +$3.25K ﹤0.01% 601
2019
Q2 		– Sell
-200
Closed -$8K – 763
2019
Q1 		$8K Hold
200
– – ﹤0.01% 373
2018
Q4 		$8K Buy
+200
New +$8.08K ﹤0.01% 373

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return