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

DB Wealth Management 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
2022 Q1	–	Sell	-196	Closed	-$9K	–	382
2021 Q4	$9K	Sell	196 -23	-11%	-$1K	0.01%	282
2021 Q3	$9K	Hold	219	–	–	0.01%	274
2021 Q2	$10K	Sell	219 -45	-17%	-$2.01K	0.01%	268
2021 Q1	$11K	Hold	264	–	–	0.01%	271
2020 Q4	$10K	Buy	+264	New	+$9.45K	0.01%	268

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DB Wealth Management Group's SPHD Position: Q1 2022 in Review

DB Wealth Management Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 196 shares — an estimated $9K sold.

DB Wealth Management Group first reported a position in SPHD in Q4 2020 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

DB Wealth Management Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
DB Wealth Management Group sold 196 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $9K.
DB Wealth Management Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 5 quarters.
DB Wealth Management Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $11K in Q1 2021.
294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on DB Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.