Investors Asset Management of Georgia’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-400	Closed	-$16K	–	462
2022 Q3	$16K	Hold	400	–	–	0.01%	423
2022 Q2	$18K	Buy	+400	New	+$18.6K	0.01%	348

Other funds holding SPHD

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Investors Asset Management of Georgia's SPHD Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 400 shares — an estimated $16K sold.

Investors Asset Management of Georgia first reported a position in SPHD in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 400 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $16K.
Investors Asset Management of Georgia first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $18K in Q2 2022.
348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.