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

B. Riley 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
2022 Q2	$872	Buy	19,762 +8,857	+81%	+$413K	﹤0.01%	318
2022 Q1	$515K	Buy	+10,905	New	+$497K	0.04%	321
2015 Q3	–	Sell	-200	Closed	-$6K	–	653
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	833
2015 Q1	$6K	Buy	+200	New	+$6.6K	﹤0.01%	833

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

B. Riley Wealth Management's SPHD Position: Q2 2022 in Review

B. Riley Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 81% in Q2 2022, buying an estimated $413K and bringing the position to 19,762 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #318.

B. Riley Wealth Management first reported a position in SPHD in Q1 2015 and has held it in 4 quarters since. The position peaked at $515K in Q1 2022. 322 funds tracked by Wall St. Rank hold SPHD as of Q2 2022.

B. Riley Wealth Management held 19,762 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $872 as of Q2 2022.
B. Riley Wealth Management bought 8,857 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2022, an estimated $413K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #318 holding.
B. Riley Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2015 and has held it in 4 quarters since.
B. Riley Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $515K in Q1 2022.
322 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.