Aspire Private Capital’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Aspire Private Capital’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	-1,945	Closed	-$76.2K	–	739
2023 Q3	$76.2K	Buy	+1,945	New	+$80.2K	0.02%	179
2019 Q4	–	Sell	-80	Closed	-$3K	–	527
2019 Q3	$3K	Sell	80 -31	-28%	-$1.29K	﹤0.01%	335
2019 Q2	$5K	Hold	111	–	–	﹤0.01%	317
2019 Q1	$5K	Sell	111 -74	-40%	-$3.05K	﹤0.01%	365
2018 Q4	$7K	Buy	+185	New	+$7.47K	﹤0.01%	325

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

Aspire Private Capital's SPHD Position: Q4 2023 in Review

Aspire Private Capital sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 1,945 shares — an estimated $76.2K sold.

Aspire Private Capital first reported a position in SPHD in Q4 2018 and held it in 5 quarters. The position peaked at $76.2K in Q3 2023. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

Aspire Private Capital reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Aspire Private Capital sold 1,945 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $76.2K.
Aspire Private Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 5 quarters.
Aspire Private Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $76.2K in Q3 2023.
317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.