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

First Horizon 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
2022 Q4	–	Sell	-2,660	Closed	-$104K	–	2529
2022 Q3	$104K	Buy	+2,660	New	+$117K	﹤0.01%	597
2022 Q1	–	Sell	-948	Closed	-$42K	–	2238
2021 Q4	$42K	Sell	948 -14	-1%	-$609	﹤0.01%	991
2021 Q3	$40K	Sell	962 -227	-19%	-$9.93K	﹤0.01%	1001
2021 Q2	$52K	Buy	1,189 +960	+419%	+$42.9K	﹤0.01%	772
2021 Q1	$9K	Buy	+229	New	+$9.19K	﹤0.01%	1331
2019 Q1	–	Sell	-1,320	Closed	-$50K	–	1643
2018 Q4	$50K	Hold	1,320	–	–	﹤0.01%	513
2018 Q3	$55K	Hold	1,320	–	–	﹤0.01%	553
2018 Q2	$54K	Hold	1,320	–	–	﹤0.01%	557
2018 Q1	$52K	Hold	1,320	–	–	0.01%	486
2017 Q4	$56K	Buy	+1,320	New	+$55.3K	0.01%	500

Other funds holding SPHD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

RJA

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

First Horizon Advisors's SPHD Position: Q4 2022 in Review

First Horizon Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 2,660 shares — an estimated $104K sold.

First Horizon Advisors first reported a position in SPHD in Q4 2017 and held it in 10 quarters. The position peaked at $104K in Q3 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

First Horizon Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
First Horizon Advisors sold 2,660 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $104K.
First Horizon Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 10 quarters.
First Horizon Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $104K in Q3 2022.
348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on First Horizon Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.