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Heritage Oak Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-25,583
Closed -$1.29M – 167
2024
Q3 		$1.29M Buy
+25,583
New +$1.22M 0.6% 38

Other funds holding SPHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Oak Wealth Advisors's SPHD Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2024, closing a stake of 25,583 shares — an estimated $1.29M sold.

Heritage Oak Wealth Advisors first reported a position in SPHD in Q3 2024 and held it in 1 quarter. The position peaked at $1.29M in Q3 2024. 362 funds tracked by Wall St. Rank hold SPHD as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 25,583 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2024, an estimated $1.29M.
  • Heritage Oak Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.29M in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.