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Lee Financial Group Hawaii’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lee Financial Group Hawaii’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
Q2 		– Sell
-23,268
Closed -$982K – 35
2023
Q1 		$982K Sell
23,268
-941
-4% -$41K 1.01% 13
2022
Q4 		$1.06M Buy
24,209
+553
+2% +$23.8K 1.04% 13
2022
Q3 		$925 Buy
23,656
+1,766
+8% +$77.9K 0.74% 17
2022
Q2 		$966K Buy
21,890
+8,071
+58% +$376K 0.94% 16
2022
Q1 		$652 Buy
13,819
+1,379
+11% +$62.8K 0.44% 22
2021
Q4 		$563K Sell
12,440
-284
-2% -$12.4K 0.41% 23
2021
Q3 		$539K Buy
12,724
+503
+4% +$22K 0.4% 23
2021
Q2 		$539K Buy
+12,221
New +$546K 0.39% 27

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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return