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Lee Johnson Capital Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lee Johnson Capital Management’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
Q1 		– Sell
-45,624
Closed -$2.07M – 72
2021
Q4 		$2.07M Buy
+45,624
New +$1.99M 1.7% 19

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Johnson Capital Management's SPHD Position: Q1 2022 in Review

Lee Johnson Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 45,624 shares — an estimated $2.07M sold.

Lee Johnson Capital Management first reported a position in SPHD in Q4 2021 and held it in 1 quarter. The position peaked at $2.07M in Q4 2021. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

  • Lee Johnson Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Lee Johnson Capital Management sold 45,624 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $2.07M.
  • Lee Johnson Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Lee Johnson Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.07M in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on Lee Johnson Capital Management's 13F filing for Q1 2022, filed 26 Apr 2022.