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

HC Financial Advisors’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 Q2	$4K	Hold	100	–	–	﹤0.01%	295
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	276
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	284
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	285
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	298
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	308
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	313
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	339
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	318
2020 Q1	$3K	Buy	+100	New	+$3.92K	﹤0.01%	344

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HC Financial Advisors's SPHD Position: Q2 2022 in Review

HC Financial Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2022 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

HC Financial Advisors first reported a position in SPHD in Q1 2020 and has held it in 10 quarters since. The position peaked at $5K in Q1 2022. 322 funds tracked by Wall St. Rank hold SPHD as of Q2 2022.

HC Financial Advisors held 100 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4K as of Q2 2022.
HC Financial Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2022.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #295 holding.
HC Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5K 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 HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.