Fortitude Advisory Group’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
2022
Q2
Sell
-1,239
Closed -$58K 1119
2022
Q1
$58K Hold
1,239
0.03% 490
2021
Q4
$56K Buy
+1,239
New +$53.9K 0.03% 513

Other funds holding SPHD

Fortitude Advisory Group's SPHD Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2022, closing a stake of 1,239 shares — an estimated $58K sold.

Fortitude Advisory Group first reported a position in SPHD in Q4 2021 and held it in 2 quarters. The position peaked at $58K in Q1 2022. 322 funds tracked by Wall St. Rank hold SPHD as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,239 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2022, an estimated $58K.
  • Fortitude Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $58K in Q1 2022.
  • 322 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.