Axiom Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Axiom Investment 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
2022 Q1	–	Sell	-7,500	Closed	-$340K	–	143
2021 Q4	$340K	Sell	7,500 -1,000	-12%	-$43.5K	0.33%	79
2021 Q3	$359K	Hold	8,500	–	–	0.36%	66
2021 Q2	$374K	Buy	8,500 +5,000	+143%	+$223K	0.29%	80
2021 Q1	$149K	Buy	3,500 +2,892	+476%	+$116K	0.12%	129
2020 Q4	$419	Buy	+608	New	+$21.8K	0.38%	61

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Axiom Investment Management's SPHD Position: Q1 2022 in Review

Axiom Investment Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 7,500 shares — an estimated $340K sold.

Axiom Investment Management first reported a position in SPHD in Q4 2020 and held it in 5 quarters. The position peaked at $374K in Q2 2021. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

Axiom Investment Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Axiom Investment Management sold 7,500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $340K.
Axiom Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 5 quarters.
Axiom Investment Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $374K in Q2 2021.
294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.