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

Aprio 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 Q1	–	Sell	-6,080	Closed	-$266K	–	139
2022 Q4	$266K	Hold	6,080	–	–	0.09%	94
2022 Q3	$238K	Buy	+6,080	New	+$268K	0.1%	90

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

Aprio Wealth Management's SPHD Position: Q1 2023 in Review

Aprio Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 6,080 shares — an estimated $266K sold.

Aprio Wealth Management first reported a position in SPHD in Q3 2022 and held it in 2 quarters. The position peaked at $266K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

Aprio Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Aprio Wealth Management sold 6,080 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $266K.
Aprio Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and held it in 2 quarters.
Aprio Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $266K in Q4 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Aprio Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.