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

Arkos Global 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	-5,211	Closed	-$204K	–	111
2023 Q3	$204K	Buy	5,211 +9	+0.2%	+$371	0.04%	96
2023 Q2	$215K	Buy	+5,202	New	+$214K	0.04%	92
2023 Q1	–	Sell	-5,057	Closed	-$222K	–	100
2022 Q4	$222K	Sell	5,057 -1,040	-17%	-$44.7K	0.06%	83
2022 Q3	$238K	Hold	6,097	–	–	0.07%	74
2022 Q2	$269K	Buy	+6,097	New	+$284K	0.08%	75

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

Arkos Global Advisors's SPHD Position: Q4 2023 in Review

Arkos Global Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 5,211 shares — an estimated $204K sold.

Arkos Global Advisors first reported a position in SPHD in Q2 2022 and held it in 5 quarters. The position peaked at $269K in Q2 2022. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

Arkos Global Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Arkos Global Advisors sold 5,211 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $204K.
Arkos Global Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 5 quarters.
Arkos Global Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $269K in Q2 2022.
317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Arkos Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.