Choate Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Choate Investment Advisors’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
2025 Q3	–	Sell	-1,350	Closed	-$64.2K	–	488
2025 Q2	$64.2K	Buy	+1,350	New	+$63.8K	﹤0.01%	435
2023 Q4	–	Sell	-1,350	Closed	-$52.9K	–	455
2023 Q3	$52.9K	Hold	1,350	–	–	﹤0.01%	399
2023 Q2	$55.8K	Hold	1,350	–	–	﹤0.01%	318
2023 Q1	$57K	Hold	1,350	–	–	﹤0.01%	292
2022 Q4	$59.2K	Hold	1,350	–	–	﹤0.01%	299
2022 Q3	$53K	Hold	1,350	–	–	﹤0.01%	267
2022 Q2	$60K	Hold	1,350	–	–	﹤0.01%	282
2022 Q1	$64K	Hold	1,350	–	–	﹤0.01%	322
2021 Q4	$61K	Hold	1,350	–	–	﹤0.01%	309
2021 Q3	$57K	Hold	1,350	–	–	﹤0.01%	280
2021 Q2	$60K	Hold	1,350	–	–	﹤0.01%	293
2021 Q1	$58K	Hold	1,350	–	–	﹤0.01%	276
2020 Q4	$51K	Hold	1,350	–	–	﹤0.01%	264
2020 Q3	$45K	Buy	+1,350	New	+$45.6K	﹤0.01%	260

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choate Investment Advisors's SPHD Position: Q3 2025 in Review

Choate Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 1,350 shares — an estimated $64.2K sold.

Choate Investment Advisors first reported a position in SPHD in Q3 2020 and held it in 14 quarters. The position peaked at $64.2K in Q2 2025. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

Choate Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 1,350 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $64.2K.
Choate Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2020 and held it in 14 quarters.
Choate Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $64.2K in Q2 2025.
334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.