Stratos Wealth Advisors’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 | $591K | Buy |
12,421
+2,201
| +22% | +$105K | 0.03% | 420 |
|
|
2025
Q1 | $513K | Buy |
10,220
+4,754
| +87% | +$239K | 0.03% | 428 |
|
|
2024
Q4 | $264K | Buy |
+5,466
| New | +$264K | 0.01% | 605 |
|
|
2022
Q3 | – | Sell |
-27,296
| Closed | -$1.21M | – | 535 |
|
|
2022
Q2 | $1.21M | Sell |
27,296
-10,881
| -29% | -$480K | 0.11% | 236 |
|
|
2022
Q1 | $1.8M | Buy |
+38,177
| New | +$1.8M | 0.15% | 177 |
|