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

Accel Wealth 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 Q2	–	Sell	-1,157	Closed	-$48.8K	–	755
2023 Q1	$48.8K	Hold	1,157	–	–	0.02%	494
2022 Q4	$50.7K	Hold	1,157	–	–	0.02%	355
2022 Q3	$48K	Hold	1,157	–	–	0.03%	379
2022 Q2	$51K	Hold	1,157	–	–	0.03%	341
2022 Q1	$55K	Hold	1,157	–	–	0.03%	356
2021 Q4	$52K	Hold	1,157	–	–	0.03%	376
2021 Q3	$49K	Hold	1,157	–	–	0.03%	328
2021 Q2	$51K	Hold	1,157	–	–	0.03%	337
2021 Q1	$50K	Hold	1,157	–	–	0.04%	318
2020 Q4	$43K	Buy	+1,157	New	+$41.4K	0.04%	325

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's SPHD Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 1,157 shares — an estimated $48.8K sold.

Accel Wealth Management first reported a position in SPHD in Q4 2020 and held it in 10 quarters. The position peaked at $55K in Q1 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

Accel Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,157 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $48.8K.
Accel Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $55K in Q1 2022.
320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.