LaSalle St. Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

LaSalle St. Investment Advisors’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
2023 Q4	–	Sell	-5,356	Closed	-$209K	–	138
2023 Q3	$209K	Sell	5,356 -409	-7%	-$16.9K	0.1%	112
2023 Q2	$238K	Buy	5,765 +48	+0.8%	+$1.97K	0.11%	104
2023 Q1	$241K	Sell	5,717 -2,886	-34%	-$126K	0.11%	109
2022 Q4	$377K	Buy	+8,603	New	+$370K	0.18%	65

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LaSalle St. Investment Advisors's SPHD Position: Q4 2023 in Review

LaSalle St. Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 5,356 shares — an estimated $209K sold.

LaSalle St. Investment Advisors first reported a position in SPHD in Q4 2022 and held it in 4 quarters. The position peaked at $377K in Q4 2022. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

LaSalle St. Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
LaSalle St. Investment Advisors sold 5,356 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $209K.
LaSalle St. Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 4 quarters.
LaSalle St. Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $377K in Q4 2022.
317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.