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

Inscription Capital’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
2021
Q3 		– Sell
-6,490
Closed -$286K – 371
2021
Q2 		$286K Buy
+6,490
New +$290K 0.03% 261

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Inscription Capital's SPHD Position: Q3 2021 in Review

Inscription Capital sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2021, closing a stake of 6,490 shares — an estimated $286K sold.

Inscription Capital first reported a position in SPHD in Q2 2021 and held it in 1 quarter. The position peaked at $286K in Q2 2021. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

  • Inscription Capital reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 6,490 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2021, an estimated $286K.
  • Inscription Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2021 and held it in 1 quarter.
  • Inscription Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $286K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.