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

Crown Wealth Group’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
2025 Q1	–	Sell	-6,380	Closed	-$308K	–	121
2024 Q4	$308K	Buy	+6,380	New	+$319K	0.13%	83
2023 Q2	–	Sell	-7,375	Closed	-$311K	–	74
2023 Q1	$311K	Sell	7,375 -1,000	-12%	-$43.6K	0.26%	47
2022 Q4	$367K	Hold	8,375	–	–	0.34%	37
2022 Q3	$328K	Sell	8,375 -125	-1%	-$5.51K	0.34%	41
2022 Q2	$375K	Buy	8,500 +300	+4%	+$14K	0.34%	43
2022 Q1	$387K	Buy	+8,200	New	+$374K	0.27%	57

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Crown Wealth Group's SPHD Position: Q1 2025 in Review

Crown Wealth Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 6,380 shares — an estimated $308K sold.

Crown Wealth Group first reported a position in SPHD in Q1 2022 and held it in 6 quarters. The position peaked at $387K in Q1 2022. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

Crown Wealth Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Crown Wealth Group sold 6,380 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $308K.
Crown Wealth Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and held it in 6 quarters.
Crown Wealth Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $387K in Q1 2022.
349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.