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HM Payson & Co’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-8,300
Closed -$325K – 995
2022
Q3 		$325K Buy
+8,300
New +$366K 0.01% 291

Other funds holding SPHD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HM Payson & Co's SPHD Position: Q4 2022 in Review

HM Payson & Co sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 8,300 shares — an estimated $325K sold.

HM Payson & Co first reported a position in SPHD in Q3 2022 and held it in 1 quarter. The position peaked at $325K in Q3 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

  • HM Payson & Co reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • HM Payson & Co sold 8,300 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $325K.
  • HM Payson & Co first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $325K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.