Wealth Enhancement Advisory Services’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 | $4.01M | Sell |
82,296
-14,930
| -15% | -$727K | 0.01% | 1000 |
|
|
2025
Q1 | $4.88M | Sell |
97,226
-41,414
| -30% | -$2.08M | 0.01% | 844 |
|
|
2024
Q4 | $6.7M | Buy |
138,640
+28,198
| +26% | +$1.36M | 0.01% | 698 |
|
|
2024
Q3 | $5.59M | Buy |
110,442
+37,579
| +52% | +$1.9M | 0.01% | 689 |
|
|
2024
Q2 | $3.24M | Sell |
72,863
-6,762
| -8% | -$300K | 0.01% | 824 |
|
|
2024
Q1 | $3.54M | Sell |
79,625
-9,525
| -11% | -$423K | 0.01% | 762 |
|
|
2023
Q4 | $3.78M | Buy |
89,150
+63,856
| +252% | +$2.71M | 0.01% | 684 |
|
|
2023
Q3 | $991K | Buy |
+25,294
| New | +$991K | ﹤0.01% | 1097 |
|