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

CX Institutional’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	-8,047	Closed	-$353K	–	580
2022 Q4	$353K	Buy	+8,047	New	+$346K	0.02%	409
2020 Q4	–	Sell	-783	Closed	-$26K	–	911
2020 Q3	$26K	Buy	+783	New	+$26.4K	﹤0.01%	501

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

CX Institutional's SPHD Position: Q1 2023 in Review

CX Institutional sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 8,047 shares — an estimated $353K sold.

CX Institutional first reported a position in SPHD in Q3 2020 and held it in 2 quarters. The position peaked at $353K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

CX Institutional reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
CX Institutional sold 8,047 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $353K.
CX Institutional first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2020 and held it in 2 quarters.
CX Institutional's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $353K in Q4 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.