1832 Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

1832 Asset Management’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
2023 Q1	–	Sell	-400	Closed	-$17.5K	–	965
2022 Q4	$17.5K	Buy	+400	New	+$17.2K	﹤0.01%	800
2018 Q2	–	Sell	-1,730	Closed	-$68K	–	724
2018 Q1	$68K	Hold	1,730	–	–	﹤0.01%	506
2017 Q4	$73K	Hold	1,730	–	–	﹤0.01%	518
2017 Q3	$71K	Buy	+1,730	New	+$69.9K	﹤0.01%	563

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

1832 Asset Management's SPHD Position: Q1 2023 in Review

1832 Asset Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 400 shares — an estimated $17.5K sold.

1832 Asset Management first reported a position in SPHD in Q3 2017 and held it in 4 quarters. The position peaked at $73K in Q4 2017. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

1832 Asset Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
1832 Asset Management sold 400 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $17.5K.
1832 Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2017 and held it in 4 quarters.
1832 Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $73K in Q4 2017.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on 1832 Asset Management's 13F filing for Q1 2023, filed 12 May 2023.