Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.35M | Sell |
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|
2025
Q2 | $4.42M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $6.09M | Buy |
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|
2023
Q1 | $5.71M | Buy |
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|
2022
Q4 | $5.48M | Buy |
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