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Gen-Wealth Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Gen-Wealth Partners’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
Q3 		– Sell
-1,871
Closed -$83.1K – 712
2024
Q2 		$83.1K Hold
1,871
– – 0.04% 307
2024
Q1 		$83.1K Buy
+1,871
New +$79.6K 0.04% 320

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 $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gen-Wealth Partners's SPHD Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2024, closing a stake of 1,871 shares — an estimated $83.1K sold.

Gen-Wealth Partners first reported a position in SPHD in Q1 2024 and held it in 2 quarters. The position peaked at $83.1K in Q2 2024. 337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,871 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2024, an estimated $83.1K.
  • Gen-Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $83.1K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.