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

M&R 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
2024 Q1	–	Sell	-227	Closed	-$9.63K	–	629
2023 Q4	$9.63K	Hold	227	–	–	﹤0.01%	404
2023 Q3	$8.9K	Hold	227	–	–	﹤0.01%	391
2023 Q2	$9.39K	Hold	227	–	–	﹤0.01%	391
2023 Q1	$9.58K	Buy	+227	New	+$9.89K	﹤0.01%	378

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&R Capital Management's SPHD Position: Q1 2024 in Review

M&R Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 227 shares — an estimated $9.63K sold.

M&R Capital Management first reported a position in SPHD in Q1 2023 and held it in 4 quarters. The position peaked at $9.63K in Q4 2023. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

M&R Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 227 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2024, an estimated $9.63K.
M&R Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and held it in 4 quarters.
M&R Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $9.63K in Q4 2023.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.