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

Destination Wealth Management’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 Q2	–	Sell	-8,581	Closed	-$362K	–	224
2023 Q1	$362K	Hold	8,581	–	–	0.01%	158
2022 Q4	$376K	Buy	+8,581	New	+$369K	0.02%	156

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Destination Wealth Management's SPHD Position: Q2 2023 in Review

Destination Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 8,581 shares — an estimated $362K sold.

Destination Wealth Management first reported a position in SPHD in Q4 2022 and held it in 2 quarters. The position peaked at $376K in Q4 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

Destination Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Destination Wealth Management sold 8,581 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $362K.
Destination Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 2 quarters.
Destination Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $376K in Q4 2022.
320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.

Based on Destination Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.