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YDMI
Y.D. More Investments’s
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
Stock Holding History
Y.D. More Investments’s Portfolio
SPHD Stock Details
SPHD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.95K
Hold
120
–
–
﹤0.01%
391
2025
Q4
$5.76K
Hold
120
–
–
﹤0.01%
387
2025
Q3
$5.93K
Sell
120
-4,000
-97%
-$195K
﹤0.01%
386
2025
Q2
$195K
Sell
4,120
-400
-9%
-$18.9K
0.01%
208
2025
Q1
$227K
Buy
4,520
+4,070
+904%
+$200K
0.02%
193
2024
Q4
$21.7K
Sell
450
-6,670
-94%
-$334K
﹤0.01%
338
2024
Q3
$360K
Buy
7,120
+7,000
+5,833%
+$335K
0.04%
162
2024
Q2
$5.33K
Sell
120
-295
-71%
-$13K
﹤0.01%
388
2024
Q1
$18.4K
Hold
415
–
–
﹤0.01%
294
2023
Q4
$17.6K
Buy
415
+295
+246%
+$11.7K
﹤0.01%
302
2023
Q3
$4.7K
Sell
120
-295
-71%
-$12.2K
﹤0.01%
326
2023
Q2
$17.2K
Buy
415
+120
+41%
+$4.93K
﹤0.01%
269
2023
Q1
$12.5K
Hold
295
–
–
﹤0.01%
290
2022
Q4
$13K
Buy
+295
New
+$12.7K
﹤0.01%
331
Other funds holding SPHD
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BCM
Brookstone Capital Management
Wheaton, Illinois
$8.75B AUM
16.46%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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