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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-259
Closed -$10.9K 540
2023
Q1
$10.9K Hold
259
0.01% 458
2022
Q4
$11.4K Buy
+259
New +$11.1K 0.01% 466

Other funds holding SPHD

Fortis Capital Advisors's SPHD Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 259 shares — an estimated $10.9K sold.

Fortis Capital Advisors first reported a position in SPHD in Q4 2022 and held it in 2 quarters. The position peaked at $11.4K in Q4 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 259 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $10.9K.
  • Fortis Capital Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $11.4K 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 Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.