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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-550
Closed -$24.2K 178
2021
Q2
$24.2K Buy
+550
New +$24.6K 0.88% 26

Other funds holding SPHD

Lion Street Advisors's SPHD Position: Q3 2021 in Review

Lion Street Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2021, closing a stake of 550 shares — an estimated $24.2K sold.

Lion Street Advisors first reported a position in SPHD in Q2 2021 and held it in 1 quarter. The position peaked at $24.2K in Q2 2021. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

  • Lion Street Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 550 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2021, an estimated $24.2K.
  • Lion Street Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $24.2K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.