Intelligence Driven Advisers’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Intelligence Driven Advisers’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
2023 Q2	–	Sell	-22,512	Closed	-$950K	–	108
2023 Q1	$950K	Sell	22,512 -1,657	-7%	-$72.2K	0.17%	43
2022 Q4	$1.09M	Buy	+24,169	New	+$1.04M	0.2%	41

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intelligence Driven Advisers's SPHD Position: Q2 2023 in Review

Intelligence Driven Advisers sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 22,512 shares — an estimated $950K sold.

Intelligence Driven Advisers first reported a position in SPHD in Q4 2022 and held it in 2 quarters. The position peaked at $1.09M in Q4 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

Intelligence Driven Advisers reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 22,512 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $950K.
Intelligence Driven Advisers first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 2 quarters.
Intelligence Driven Advisers's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.09M in Q4 2022.
320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.

Based on Intelligence Driven Advisers's 13F filing for Q2 2023, filed 18 Jul 2023.