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

Alta Wealth 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 Q4	–	Sell	-12,450	Closed	-$488K	–	134
2023 Q3	$488K	Sell	12,450 -141	-1%	-$5.81K	0.3%	87
2023 Q2	$521K	Hold	12,591	–	–	0.31%	87
2023 Q1	$531K	Hold	12,591	–	–	0.34%	87
2022 Q4	$552K	Hold	12,591	–	–	0.37%	87
2022 Q3	$492K	Hold	12,591	–	–	0.35%	85
2022 Q2	$555K	Sell	12,591 -114	-0.9%	-$5.31K	0.38%	75
2022 Q1	$600K	Hold	12,705	–	–	0.36%	89
2021 Q4	$575K	Sell	12,705 -3,593	-22%	-$156K	0.35%	90
2021 Q3	$690K	Hold	16,298	–	–	0.5%	69
2021 Q2	$718K	Hold	16,298	–	–	0.53%	70
2021 Q1	$699K	Hold	16,298	–	–	0.58%	65
2020 Q4	$612K	Buy	+16,298	New	+$583K	0.51%	67

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alta Wealth Advisors's SPHD Position: Q4 2023 in Review

Alta Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 12,450 shares — an estimated $488K sold.

Alta Wealth Advisors first reported a position in SPHD in Q4 2020 and held it in 12 quarters. The position peaked at $718K in Q2 2021. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

Alta Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Alta Wealth Advisors sold 12,450 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $488K.
Alta Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 12 quarters.
Alta Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $718K in Q2 2021.
317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.