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Macroview Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Macroview Investment 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
2023
Q4 		– Sell
-2
Closed -$79 – 819
2023
Q3 		$79 Hold
2
– – ﹤0.01% 781
2023
Q2 		$83 Buy
+2
New +$82 ﹤0.01% 486

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
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 $570B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Macroview Investment Management's SPHD Position: Q4 2023 in Review

Macroview Investment Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 2 shares — an estimated $79 sold.

Macroview Investment Management first reported a position in SPHD in Q2 2023 and held it in 2 quarters. The position peaked at $83 in Q2 2023. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

  • Macroview Investment Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 2 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $79.
  • Macroview Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2023 and held it in 2 quarters.
  • Macroview Investment Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $83 in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.