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

Faithward Advisors’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
2021
Q1 		– Sell
-100
Closed -$4K – 257
2020
Q4 		$4K Hold
100
– – ﹤0.01% 111
2020
Q3 		$3K Hold
100
– – ﹤0.01% 205
2020
Q2 		$3K Hold
100
– – ﹤0.01% 204
2020
Q1 		$3K Hold
100
– – ﹤0.01% 229
2019
Q4 		$4K Buy
+100
New +$4.29K ﹤0.01% 234

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Faithward Advisors's SPHD Position: Q1 2021 in Review

Faithward Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

Faithward Advisors first reported a position in SPHD in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 256 funds tracked by Wall St. Rank hold SPHD as of Q1 2021.

  • Faithward Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • Faithward Advisors sold 100 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2021, an estimated $4K.
  • Faithward Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 5 quarters.
  • Faithward Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4K in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2021.

Based on Faithward Advisors's 13F filing for Q1 2021, filed 13 May 2021.