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

Howard Capital Management’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	-49,474	Closed	-$2.18M	–	31
2022 Q2	$2.18M	Sell	49,474 -402	-0.8%	-$18.7K	0.61%	12
2022 Q1	$2.35M	Sell	49,876 -454	-0.9%	-$20.7K	0.54%	13
2021 Q4	$2.28M	Sell	50,330 -1,046	-2%	-$45.5K	0.28%	25
2021 Q3	$2.18M	Buy	+51,376	New	+$2.25M	0.32%	23

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

Howard Capital Management's SPHD Position: Q3 2022 in Review

Howard Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2022, closing a stake of 49,474 shares — an estimated $2.18M sold.

Howard Capital Management first reported a position in SPHD in Q3 2021 and held it in 4 quarters. The position peaked at $2.35M in Q1 2022. 309 funds tracked by Wall St. Rank hold SPHD as of Q3 2022.

Howard Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
Howard Capital Management sold 49,474 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2022, an estimated $2.18M.
Howard Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2021 and held it in 4 quarters.
Howard Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.35M in Q1 2022.
309 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2022.

Based on Howard Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.