Argent Financial Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Argent Financial Group’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 Q3	$230K	Buy	+4,551	New	+$218K	0.03%	287

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

Goldman Sachs New York $871B AUM 31.28% 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

Argent Financial Group's SPHD Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2024: 4,551 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

Argent Financial Group held 4,551 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $230K as of Q3 2024.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Argent Financial Group position in Q3 2024.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #287 holding.
337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.