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

Cutler 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
2024 Q1	$8K	Buy	+200	New	+$8.51K	﹤0.01%	1392
2021 Q3	–	Sell	-1,400	Closed	-$61.3K	–	6314
2021 Q2	$61K	Buy	+1,400	New	+$62.5K	﹤0.01%	2323
2021 Q1	–	Sell	-600	Closed	-$24.1K	–	6229
2020 Q4	$22K	Sell	600 -7,930	-93%	-$284K	﹤0.01%	2629
2020 Q3	$281K	Buy	8,530 +6,530	+327%	+$220K	0.02%	770
2020 Q2	$65K	Sell	2,000 -30,400	-94%	-$989K	﹤0.01%	1584
2020 Q1	$972K	Buy	32,400 +30,100	+1,309%	+$1.18M	0.05%	353
2019 Q4	$101K	Buy	+2,300	New	+$98.6K	0.01%	1199

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cutler Group's SPHD Position: Q1 2024 in Review

Cutler Group opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024: 200 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Cutler Group previously reported a position in SPHD as recently as Q2 2021.

Cutler Group first reported a position in SPHD in Q4 2019 and has held it in 7 quarters since. The position peaked at $972K in Q1 2020. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

Cutler Group held 200 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $8K as of Q1 2024.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Cutler Group position in Q1 2024.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1392 holding.
Cutler Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and has held it in 7 quarters since.
Cutler Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $972K in Q1 2020.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.