Latitude Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Latitude 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
2022 Q2	–	Sell	-7,820	Closed	-$369K	–	298
2022 Q1	$369K	Buy	7,820 +2,820	+56%	+$129K	0.08%	228
2021 Q4	$226K	Hold	5,000	–	–	0.06%	271
2021 Q3	$212K	Buy	+5,000	New	+$219K	0.07%	268

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Latitude Advisors's SPHD Position: Q2 2022 in Review

Latitude Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2022, closing a stake of 7,820 shares — an estimated $369K sold.

Latitude Advisors first reported a position in SPHD in Q3 2021 and held it in 3 quarters. The position peaked at $369K in Q1 2022. 322 funds tracked by Wall St. Rank hold SPHD as of Q2 2022.

Latitude Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 7,820 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2022, an estimated $369K.
Latitude Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2021 and held it in 3 quarters.
Latitude Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $369K in Q1 2022.
322 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.