Aspire Wealth Management’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Aspire Wealth Management’s Portfolio IDHD Stock Details IDHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,067	Closed	-$42K	–	201
2022 Q3	$42K	Sell	2,067 -9,034	-81%	-$210K	0.04%	113
2022 Q2	$264K	Hold	11,101	–	–	0.24%	73
2022 Q1	$294K	Hold	11,101	–	–	0.23%	71
2021 Q4	$298K	Buy	+11,101	New	+$297K	0.24%	69

Other funds holding IDHD

Palladiem Bryn Mawr, Pennsylvania $105M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

Aspire Wealth Management's IDHD Position: Q4 2022 in Review

Aspire Wealth Management sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q4 2022, closing a stake of 2,067 shares — an estimated $42K sold.

Aspire Wealth Management first reported a position in IDHD in Q4 2021 and held it in 4 quarters. The position peaked at $298K in Q4 2021. 16 funds tracked by Wall St. Rank hold IDHD as of Q4 2022.

Aspire Wealth Management reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Aspire Wealth Management sold 2,067 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q4 2022, an estimated $42K.
Aspire Wealth Management first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q4 2021 and held it in 4 quarters.
Aspire Wealth Management's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $298K in Q4 2021.
16 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q4 2022.

Based on Aspire Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.