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Baldwin Wealth Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-219
Closed -$9.29K – 729
2023
Q4 		$9.29K Buy
+219
New +$8.72K ﹤0.01% 584

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baldwin Wealth Partners's SPHD Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 219 shares — an estimated $9.29K sold.

Baldwin Wealth Partners first reported a position in SPHD in Q4 2023 and held it in 1 quarter. The position peaked at $9.29K in Q4 2023. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

  • Baldwin Wealth Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 219 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2024, an estimated $9.29K.
  • Baldwin Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • Baldwin Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $9.29K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.