Corient Private Wealth
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Corient Private Wealth’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-5,446
Closed -$213K – 2342
2023
Q3 		$213K Buy
+5,446
New +$224K ﹤0.01% 1890

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth's SPHD Position: Q4 2023 in Review

Corient Private Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 5,446 shares — an estimated $213K sold.

Corient Private Wealth first reported a position in SPHD in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 318 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

  • Corient Private Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 5,446 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $213K.
  • Corient Private Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and held it in 1 quarter.
  • Corient Private Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $213K in Q3 2023.
  • 318 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.