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

Copperwynd Financial’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	-26,325	Closed	-$1.15M	–	152
2022 Q4	$1.15M	Sell	26,325 -16,232	-38%	-$697K	0.65%	35
2022 Q3	$1.66M	Buy	42,557 +3,308	+8%	+$146K	0.96%	26
2022 Q2	$1.73M	Buy	+39,249	New	+$1.83M	1.02%	25

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

Copperwynd Financial's SPHD Position: Q1 2023 in Review

Copperwynd Financial sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 26,325 shares — an estimated $1.15M sold.

Copperwynd Financial first reported a position in SPHD in Q2 2022 and held it in 3 quarters. The position peaked at $1.73M in Q2 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

Copperwynd Financial reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Copperwynd Financial sold 26,325 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $1.15M.
Copperwynd Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 3 quarters.
Copperwynd Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.73M in Q2 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Copperwynd Financial's 13F filing for Q1 2023, filed 28 Apr 2023.