Householder Group Estate & Retirement Specialist’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$50K	Sell	1,040 -6,767	-87%	-$338K	0.04%	213
2024 Q3	$394K	Sell	7,807 -731	-9%	-$35K	0.11%	167
2024 Q2	$379K	Buy	8,538 +1,050	+14%	+$46.4K	0.11%	160
2024 Q1	$332K	Sell	7,488 -6,135	-45%	-$261K	0.1%	176
2023 Q4	$577K	Sell	13,623 -6,868	-34%	-$273K	0.19%	103
2023 Q3	$803K	Buy	+20,491	New	+$845K	0.29%	75
2023 Q1	$1.61M	Buy	+38,262	New	+$1.67M	0.62%	30
2022 Q4	–	Sell	-32,509	Closed	-$1.27M	–	1015
2022 Q3	$1.27M	Sell	32,509 -1,510	-4%	-$66.6K	0.52%	44
2022 Q2	$1.5M	Buy	+34,019	New	+$1.58M	0.67%	37

Other funds holding SPHD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPHD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 87% in Q4 2024, selling an estimated $338K and leaving 1,040 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #213.

Householder Group Estate & Retirement Specialist first reported a position in SPHD in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.61M in Q1 2023. 362 funds tracked by Wall St. Rank hold SPHD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,040 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $50K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,767 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2024, an estimated $338K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #213 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.61M in Q1 2023.
362 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.