Clear Perspectives Financial Planning’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Clear Perspectives Financial Planning’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	$4.22K	Sell	100 -57,818	-100%	-$2.52M	﹤0.01%	163
2022 Q4	$2.54M	Buy	57,918 +2,495	+5%	+$107K	1.35%	19
2022 Q3	$2.17M	Buy	55,423 +47,451	+595%	+$2.09M	1.06%	20
2022 Q2	$352K	Buy	+7,972	New	+$371K	0.14%	40

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Clear Perspectives Financial Planning's SPHD Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 100% in Q1 2023, selling an estimated $2.52M and leaving 100 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Clear Perspectives Financial Planning first reported a position in SPHD in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.54M in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

Clear Perspectives Financial Planning held 100 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.22K as of Q1 2023.
Clear Perspectives Financial Planning sold 57,818 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $2.52M.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #163 holding.
Clear Perspectives Financial Planning first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.54M 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 Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.