Claraphi Advisory Network’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Claraphi Advisory Network’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 Q4	$566K	Buy	12,904 +6,433	+99%	+$276K	0.23%	120
2022 Q3	$253K	Sell	6,471 -667	-9%	-$29.4K	0.14%	155
2022 Q2	$315K	Buy	+7,138	New	+$333K	0.11%	177
2020 Q2	–	Sell	-5,596	Closed	-$168K	–	1049
2020 Q1	$168K	Buy	+5,596	New	+$219K	0.08%	227
2019 Q4	–	Sell	-3,828	Closed	-$163K	–	371
2019 Q3	$163K	Buy	+3,828	New	+$160K	0.1%	216

Other funds holding SPHD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Claraphi Advisory Network's SPHD Position: Q4 2022 in Review

Claraphi Advisory Network increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 99% in Q4 2022, buying an estimated $276K and bringing the position to 12,904 shares worth $566K. The position accounts for 0.23% of the portfolio, ranked #120.

Claraphi Advisory Network first reported a position in SPHD in Q3 2019 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

Claraphi Advisory Network held 12,904 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $566K as of Q4 2022.
Claraphi Advisory Network bought 6,433 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $276K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.23% of Claraphi Advisory Network's portfolio in Q4 2022, its #120 holding.
Claraphi Advisory Network first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.