Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-2	Closed	-$79	–	591
2023 Q3	$79	Hold	2	–	–	﹤0.01%	581
2023 Q2	$83	Hold	2	–	–	﹤0.01%	578
2023 Q1	$85	Hold	2	–	–	﹤0.01%	579
2022 Q4	$88	Buy	+2	New	+$86	﹤0.01%	556
2022 Q2	–	Sell	-2	Closed	–	–	690
2022 Q1	$0	Hold	2	–	–	﹤0.01%	699
2021 Q4	$0	Hold	2	–	–	﹤0.01%	694
2021 Q3	$0	Hold	2	–	–	﹤0.01%	734
2021 Q2	$0	Buy	+2	New	+$89	﹤0.01%	755
2020 Q4	–	Sell	-2	Closed	–	–	613
2020 Q3	$0	Buy	+2	New	+$67	﹤0.01%	553
2020 Q2	–	Sell	-1,250	Closed	-$38K	–	539
2020 Q1	$38K	Hold	1,250	–	–	0.01%	241
2019 Q4	$55K	Hold	1,250	–	–	0.02%	233
2019 Q3	$53K	Buy	+1,250	New	+$52.2K	0.02%	234

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

Laurel Wealth Advisors (North Carolina)'s SPHD Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 2 shares — an estimated $79 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SPHD in Q3 2019 and held it in 12 quarters. The position peaked at $55K in Q4 2019. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 2 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $79.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $55K in Q4 2019.
317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.