BRWA
SPHD icon

B. Riley Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

B. Riley Wealth 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
2024
Q4 		$382K Buy
7,911
+657
+9% +$32.9K 0.01% 779
2024
Q3 		$364K Buy
7,254
+324
+5% +$15.5K 0.01% 868
2024
Q2 		$308K Sell
6,930
-1,553
-18% -$68.6K 0.01% 1025
2024
Q1 		$332K Buy
8,483
+365
+4% +$15.5K 0.01% 998
2023
Q4 		$344K Sell
8,118
-365
-4% -$14.5K 0.01% 989
2023
Q3 		$332K Sell
8,483
-538
-6% -$22.2K 0.01% 998
2023
Q2 		$373K Sell
9,021
-222
-2% -$9.13K 0.01% 1008
2023
Q1 		$390K Sell
9,243
-15,012
-62% -$654K 0.01% 925
2022
Q4 		$1.06M Sell
24,255
-2,190
-8% -$94.1K 0.03% 512
2022
Q3 		$1.03M Sell
26,445
-10,226
-28% -$451K 0.03% 500
2022
Q2 		$1.62M Buy
36,671
+4
+0% +$186 0.07% 291
2022
Q1 		$1.73M Buy
36,667
+1,146
+3% +$52.2K 0.06% 335
2021
Q4 		$1.61M Buy
35,521
+1,282
+4% +$55.8K 0.05% 401
2021
Q3 		$1.45M Buy
34,239
+12,963
+61% +$567K 0.05% 414
2021
Q2 		$938K Buy
21,276
+2,733
+15% +$122K 0.03% 532
2021
Q1 		$793K Buy
18,543
+8,090
+77% +$325K 0.03% 554
2020
Q4 		$393K Buy
+10,453
New +$374K 0.02% 613

Other funds holding SPHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

B. Riley Wealth Advisors's SPHD Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 9.1% in Q4 2024, buying an estimated $32.9K and bringing the position to 7,911 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #779.

B. Riley Wealth Advisors first reported a position in SPHD in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.73M in Q1 2022. 362 funds tracked by Wall St. Rank hold SPHD as of Q4 2024.

  • B. Riley Wealth Advisors held 7,911 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $382K as of Q4 2024.
  • B. Riley Wealth Advisors bought 657 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2024, an estimated $32.9K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #779 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.73M in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.