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

Friedenthal Financial’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 Q1	–	Sell	-5,568	Closed	-$224K	–	71
2021 Q4	$224K	Hold	5,568	–	–	0.14%	70
2021 Q3	$224K	Hold	5,568	–	–	0.13%	65
2021 Q2	$224K	Buy	+5,568	New	+$249K	0.13%	64
2019 Q2	–	Sell	-5,568	Closed	-$224K	–	69
2019 Q1	$224K	Buy	+5,568	New	+$230K	0.19%	55
2018 Q4	–	Sell	-5,568	Closed	-$224K	–	63
2018 Q3	$224K	Hold	5,568	–	–	0.19%	57
2018 Q2	$224K	Hold	5,568	–	–	0.19%	60
2018 Q1	$224K	Hold	5,568	–	–	0.19%	62
2017 Q4	$224K	Hold	5,568	–	–	0.2%	56
2017 Q3	$224K	Hold	5,568	–	–	0.2%	55
2017 Q2	$224K	Sell	5,568 -111,749	-95%	-$4.49M	0.21%	47
2017 Q1	$4.75M	Sell	117,317 -10,783	-8%	-$433K	4.41%	6
2016 Q4	$5.02M	Sell	128,100 -17,918	-12%	-$688K	4.59%	7
2016 Q3	$5.68M	Buy	+146,018	New	+$5.71M	4.96%	11

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Friedenthal Financial's SPHD Position: Q1 2022 in Review

Friedenthal Financial sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 5,568 shares — an estimated $224K sold.

Friedenthal Financial first reported a position in SPHD in Q3 2016 and held it in 13 quarters. The position peaked at $5.68M in Q3 2016. 293 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

Friedenthal Financial reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Friedenthal Financial sold 5,568 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $224K.
Friedenthal Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and held it in 13 quarters.
Friedenthal Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5.68M in Q3 2016.
293 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on Friedenthal Financial's 13F filing for Q1 2022, filed 28 Apr 2022.