AlphaQ Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

AlphaQ Advisors’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	-4,800	Closed	-$203K	–	182
2023 Q1	$203K	Hold	4,800	–	–	0.17%	142
2022 Q4	$210K	Buy	+4,800	New	+$206K	0.18%	123

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

AlphaQ Advisors's SPHD Position: Q2 2023 in Review

AlphaQ Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 4,800 shares — an estimated $203K sold.

AlphaQ Advisors first reported a position in SPHD in Q4 2022 and held it in 2 quarters. The position peaked at $210K in Q4 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

AlphaQ Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
AlphaQ Advisors sold 4,800 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $203K.
AlphaQ Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 2 quarters.
AlphaQ Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $210K in Q4 2022.
320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.

Based on AlphaQ Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.