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

Carr Financial Group’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
2023
Q1 		– Sell
-20,032
Closed -$878K – 177
2022
Q4 		$878K Buy
+20,032
New +$861K 0.46% 45

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Carr Financial Group's SPHD Position: Q1 2023 in Review

Carr Financial Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 20,032 shares — an estimated $878K sold.

Carr Financial Group first reported a position in SPHD in Q4 2022 and held it in 1 quarter. The position peaked at $878K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

  • Carr Financial Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Carr Financial Group sold 20,032 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $878K.
  • Carr Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Carr Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $878K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Carr Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.