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

Greenwood Capital Associates’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 Q3	–	Sell	-10,887	Closed	-$481K	–	226
2022 Q2	$481K	Buy	+10,887	New	+$507K	0.08%	174
2019 Q1	–	Sell	-10,050	Closed	-$384K	–	202
2018 Q4	$384K	Sell	10,050 -80	-0.8%	-$3.23K	0.1%	114
2018 Q3	$419K	Buy	+10,130	New	+$422K	0.09%	119

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenwood Capital Associates's SPHD Position: Q3 2022 in Review

Greenwood Capital Associates sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2022, closing a stake of 10,887 shares — an estimated $481K sold.

Greenwood Capital Associates first reported a position in SPHD in Q3 2018 and held it in 3 quarters. The position peaked at $481K in Q2 2022. 309 funds tracked by Wall St. Rank hold SPHD as of Q3 2022.

Greenwood Capital Associates reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
Greenwood Capital Associates sold 10,887 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2022, an estimated $481K.
Greenwood Capital Associates first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2018 and held it in 3 quarters.
Greenwood Capital Associates's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $481K in Q2 2022.
309 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2022.

Based on Greenwood Capital Associates's 13F filing for Q3 2022, filed 10 Nov 2022.