American State Bank (Iowa)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-308	Closed	-$13.1K	–	287
2023 Q4	$13.1K	Hold	308	–	–	0.01%	270
2023 Q3	$12.1K	Hold	308	–	–	0.01%	258
2023 Q2	$12.7K	Hold	308	–	–	0.01%	261
2023 Q1	$13K	Hold	308	–	–	0.01%	256
2022 Q4	$13.5K	Hold	308	–	–	0.01%	255
2022 Q3	$12K	Hold	308	–	–	0.01%	253
2022 Q2	$13.6K	Hold	308	–	–	0.01%	242
2022 Q1	$14.5K	Hold	308	–	–	0.01%	243
2021 Q4	$13.9K	Hold	308	–	–	0.01%	242
2021 Q3	$13K	Hold	308	–	–	0.01%	243
2021 Q2	$13.6K	Hold	308	–	–	0.01%	247
2021 Q1	$13.2K	Buy	+308	New	+$12.4K	0.01%	241

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

American State Bank (Iowa)'s SPHD Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 308 shares — an estimated $13.1K sold.

American State Bank (Iowa) first reported a position in SPHD in Q1 2021 and held it in 12 quarters. The position peaked at $14.5K in Q1 2022. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

American State Bank (Iowa) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 308 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2024, an estimated $13.1K.
American State Bank (Iowa) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and held it in 12 quarters.
American State Bank (Iowa)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $14.5K in Q1 2022.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.