Carmichael Hill & Associates’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Carmichael Hill & Associates’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 Q3	$31.6K	Hold	625	–	–	0.01%	438
2024 Q2	$27.8K	Hold	625	–	–	0.01%	430
2024 Q1	$27.8K	Hold	625	–	–	0.01%	435
2023 Q4	$26.5K	Hold	625	–	–	0.01%	432
2023 Q3	$24.5K	Hold	625	–	–	0.01%	438
2023 Q2	$25.8K	Hold	625	–	–	0.01%	432
2023 Q1	$26.4K	Hold	625	–	–	0.01%	414
2022 Q4	$27.4K	Hold	625	–	–	0.01%	421
2022 Q3	$24K	Buy	+625	New	+$27.6K	0.01%	443

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carmichael Hill & Associates's SPHD Position: Q3 2024 in Review

Carmichael Hill & Associates held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2024 at 625 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #438.

Carmichael Hill & Associates first reported a position in SPHD in Q3 2022 and has held it in 9 quarters since. 337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

Carmichael Hill & Associates held 625 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $31.6K as of Q3 2024.
Carmichael Hill & Associates left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2024.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #438 holding.
Carmichael Hill & Associates first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and has held it in 9 quarters since.
337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.