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

Bartlett & Co 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
2021
Q4 		– Sell
-93
Closed -$4K – 809
2021
Q3 		$4K Buy
+93
New +$4.07K ﹤0.01% 791

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Bartlett & Co Wealth Management's SPHD Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2021, closing a stake of 93 shares — an estimated $4K sold.

Bartlett & Co Wealth Management first reported a position in SPHD in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 293 funds tracked by Wall St. Rank hold SPHD as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 93 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2021, an estimated $4K.
  • Bartlett & Co Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4K in Q3 2021.
  • 293 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.