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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q1 		– Sell
-904
Closed -$38.4K – 370
2023
Q4 		$38.4K Buy
+904
New +$36K 0.02% 203

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPHD Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 904 shares — an estimated $38.4K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPHD in Q4 2023 and held it in 1 quarter. The position peaked at $38.4K in Q4 2023. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 904 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2024, an estimated $38.4K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $38.4K in Q4 2023.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.