Steward Partners Investment Advisory’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
Q3 | $1.61M | Buy |
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|
2025
Q2 | $939K | Buy |
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|
2025
Q1 | $972K | Buy |
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|
2024
Q4 | $924K | Buy |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $462K | Sell |
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|
2020
Q3 | $526K | Sell |
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|
2020
Q2 | $562K | Sell |
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|
2020
Q1 | $619K | Buy |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $886K | Buy |
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|
2019
Q2 | $656K | Sell |
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|
2019
Q1 | $661K | Sell |
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|
2018
Q4 | $612K | Buy |
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|
2018
Q3 | $623K | Sell |
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|
2018
Q2 | $695K | Sell |
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|
2018
Q1 | $762K | Sell |
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|
2017
Q4 | $942K | Buy |
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|
2017
Q3 | $910K | Buy |
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|
2017
Q2 | $850K | Buy |
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|
2017
Q1 | $690K | Buy |
|