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Jaffetilchin Investment Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-4,814
Closed -$243K – 1162
2024
Q3 		$243K Buy
+4,814
New +$230K 0.02% 326

Other funds holding SPHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jaffetilchin Investment Partners's SPHD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2024, closing a stake of 4,814 shares — an estimated $243K sold.

Jaffetilchin Investment Partners first reported a position in SPHD in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 362 funds tracked by Wall St. Rank hold SPHD as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4,814 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2024, an estimated $243K.
  • Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $243K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.