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

Kowal Investment Group’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 Q3	$2.4M	Sell	47,370 -1,412	-3%	-$67.6K	0.44%	38
2024 Q2	$2.17M	Sell	48,782 -8,064	-14%	-$356K	0.43%	33
2024 Q1	$2.52M	Sell	56,846 -980	-2%	-$41.7K	0.55%	25
2023 Q4	$2.45M	Buy	57,826 +50,438	+683%	+$2.01M	0.57%	23
2023 Q3	$290K	Sell	7,388 -1,555	-17%	-$64.1K	0.08%	114
2023 Q2	$370K	Buy	+8,943	New	+$368K	0.1%	100

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's SPHD Position: Q3 2024 in Review

Kowal Investment Group reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.9% in Q3 2024, selling an estimated $67.6K and leaving 47,370 shares worth $2.4M. The position accounts for 0.44% of the portfolio, ranked #38.

Kowal Investment Group first reported a position in SPHD in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.52M in Q1 2024. 337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

Kowal Investment Group held 47,370 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.4M as of Q3 2024.
Kowal Investment Group sold 1,412 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2024, an estimated $67.6K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.44% of Kowal Investment Group's portfolio in Q3 2024, its #38 holding.
Kowal Investment Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2023 and has held it in 6 quarters since.
Kowal Investment Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.52M in Q1 2024.
337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.