Core Wealth Advisors (Florida)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Core Wealth Advisors (Florida)’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	-292	Closed	-$12.8K	–	276
2022 Q4	$12.8K	Hold	292	–	–	0.01%	144
2022 Q3	$11K	Hold	292	–	–	0.01%	135
2022 Q2	$13K	Buy	+292	New	+$13.6K	0.01%	132

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

Core Wealth Advisors (Florida)'s SPHD Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 292 shares — an estimated $12.8K sold.

Core Wealth Advisors (Florida) first reported a position in SPHD in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 292 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $12.8K.
Core Wealth Advisors (Florida) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $13K 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 Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.