Lake Street Private Wealth’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SPHD
RJFSA
Lake Street Private Wealth's SPHD Position: Q2 2023 in Review
Lake Street Private Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 8,164 shares — an estimated $345K sold.
Lake Street Private Wealth first reported a position in SPHD in Q4 2021 and held it in 6 quarters. The position peaked at $408K in Q1 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.
- Lake Street Private Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
- Lake Street Private Wealth sold 8,164 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $345K.
- Lake Street Private Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 6 quarters.
- Lake Street Private Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $408K in Q1 2022.
- 320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.
Based on Lake Street Private Wealth's 13F filing for Q2 2023, filed 18 Jul 2023.