KPP Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

KPP Advisory Services’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
2025 Q1	–	Sell	-5,023	Closed	-$243K	–	308
2024 Q4	$243K	Hold	5,023	–	–	0.06%	224
2024 Q3	$254K	Buy	+5,023	New	+$240K	0.06%	215

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

KPP Advisory Services's SPHD Position: Q1 2025 in Review

KPP Advisory Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 5,023 shares — an estimated $243K sold.

KPP Advisory Services first reported a position in SPHD in Q3 2024 and held it in 2 quarters. The position peaked at $254K in Q3 2024. 350 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

KPP Advisory Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
KPP Advisory Services sold 5,023 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $243K.
KPP Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and held it in 2 quarters.
KPP Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $254K in Q3 2024.
350 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on KPP Advisory Services's 13F filing for Q1 2025, filed 23 Apr 2025.