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

MinichMacGregor Wealth 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
Q1 		– Sell
-94
Closed -$4.12K – 564
2022
Q4 		$4.12K Buy
+94
New +$4.04K ﹤0.01% 499

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

MinichMacGregor Wealth Management's SPHD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 94 shares — an estimated $4.12K sold.

MinichMacGregor Wealth Management first reported a position in SPHD in Q4 2022 and held it in 1 quarter. The position peaked at $4.12K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 94 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $4.12K.
  • MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.12K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.