Wealthfront Advisers’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
10,939
+2,266
| +26% | +$108K | ﹤0.01% | 788 |
|
|
2025
Q1 | $436K | Buy |
8,673
+160
| +2% | +$8.04K | ﹤0.01% | 798 |
|
|
2024
Q4 | $411K | Buy |
8,513
+1,164
| +16% | +$56.2K | ﹤0.01% | 801 |
|
|
2024
Q3 | $372K | Buy |
7,349
+2,224
| +43% | +$112K | ﹤0.01% | 805 |
|
|
2024
Q2 | $228K | Buy |
+5,125
| New | +$228K | ﹤0.01% | 836 |
|
|
2024
Q1 | – | Sell |
-4,890
| Closed | -$207K | – | 882 |
|
|
2023
Q4 | $207K | Buy |
+4,890
| New | +$207K | ﹤0.01% | 835 |
|