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

Atticus 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
2025
Q3 		– Sell
-1,228
Closed -$58.4K – 569
2025
Q2 		$58.4K Buy
1,228
+11
+0.9% +$520 0.02% 299
2025
Q1 		$61.1K Buy
1,217
+10
+0.8% +$492 0.02% 214
2024
Q4 		$58.3K Buy
1,207
+10
+0.8% +$500 0.02% 231
2024
Q3 		$60.5K Buy
+1,197
New +$57.3K 0.02% 228
2023
Q4 		– Sell
-210
Closed -$8.23K – 604
2023
Q3 		$8.23K Sell
210
-223
-52% -$9.19K ﹤0.01% 426
2023
Q2 		$17.9K Sell
433
-5,053
-92% -$208K 0.01% 349
2023
Q1 		$232K Buy
+5,486
New +$239K 0.09% 120

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return