Intelligent Financial Strategies’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Intelligent Financial Strategies’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 Q2	–	Sell	-553	Closed	-$26K	–	115
2022 Q1	$26K	Buy	553 +5	+0.9%	+$228	0.03%	87
2021 Q4	$25K	Buy	+548	New	+$23.9K	0.02%	91

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Intelligent Financial Strategies's SPHD Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2022, closing a stake of 553 shares — an estimated $26K sold.

Intelligent Financial Strategies first reported a position in SPHD in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q1 2022. 322 funds tracked by Wall St. Rank hold SPHD as of Q2 2022.

Intelligent Financial Strategies reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Intelligent Financial Strategies sold 553 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2022, an estimated $26K.
Intelligent Financial Strategies first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 2 quarters.
Intelligent Financial Strategies's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $26K in Q1 2022.
322 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.