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Lee, Danner & Bass’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lee, Danner & Bass’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
-446
Closed -$21.5K – 646
2024
Q4 		$21.5K Buy
+446
New +$22.3K ﹤0.01% 449

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee, Danner & Bass's SPHD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 446 shares — an estimated $21.5K sold.

Lee, Danner & Bass first reported a position in SPHD in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 446 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $21.5K.
  • Lee, Danner & Bass first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $21.5K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.