Bedel Financial Consulting’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bedel Financial Consulting’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	–	Sell	-1,500	Closed	-$71K	–	786
2022 Q1	$71K	Hold	1,500	–	–	0.02%	335
2021 Q4	$68K	Hold	1,500	–	–	0.02%	340
2021 Q3	$63K	Hold	1,500	–	–	0.02%	350
2021 Q2	$66K	Sell	1,500 -4,800	-76%	-$214K	0.02%	341
2021 Q1	$270K	Hold	6,300	–	–	0.1%	146
2020 Q4	$237K	Hold	6,300	–	–	0.11%	134
2020 Q3	$208K	Hold	6,300	–	–	0.1%	137
2020 Q2	$207K	Hold	6,300	–	–	0.11%	126
2020 Q1	$189K	Hold	6,300	–	–	0.13%	122
2019 Q4	$277K	Hold	6,300	–	–	0.16%	109
2019 Q3	$269K	Hold	6,300	–	–	0.16%	111
2019 Q2	$265K	Hold	6,300	–	–	0.16%	111
2019 Q1	$267K	Hold	6,300	–	–	0.17%	105
2018 Q4	$241K	Hold	6,300	–	–	0.17%	103
2018 Q3	$256K	Hold	6,300	–	–	0.17%	110
2018 Q2	$259K	Hold	6,300	–	–	0.19%	117
2018 Q1	$248K	Hold	6,300	–	–	0.19%	117
2017 Q4	$267K	Buy	+6,300	New	+$264K	0.24%	104

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

Bedel Financial Consulting's SPHD Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2022, closing a stake of 1,500 shares — an estimated $71K sold.

Bedel Financial Consulting first reported a position in SPHD in Q4 2017 and held it in 18 quarters. The position peaked at $277K in Q4 2019. 322 funds tracked by Wall St. Rank hold SPHD as of Q2 2022.

Bedel Financial Consulting reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2022, an estimated $71K.
Bedel Financial Consulting first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 18 quarters.
Bedel Financial Consulting's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $277K in Q4 2019.
322 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.