Nations Financial Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Nations Financial Group’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 Q3	–	Sell	-8,645	Closed	-$357K	–	637
2023 Q2	$357K	Sell	8,645 -325	-4%	-$13.4K	0.04%	452
2023 Q1	$379K	Buy	8,970 +2,050	+30%	+$89.3K	0.04%	430
2022 Q4	$303K	Buy	6,920 +700	+11%	+$30.1K	0.03%	469
2022 Q3	$243K	Buy	+6,220	New	+$274K	0.04%	447

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nations Financial Group's SPHD Position: Q3 2023 in Review

Nations Financial Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2023, closing a stake of 8,645 shares — an estimated $357K sold.

Nations Financial Group first reported a position in SPHD in Q3 2022 and held it in 4 quarters. The position peaked at $379K in Q1 2023. 312 funds tracked by Wall St. Rank hold SPHD as of Q3 2023.

Nations Financial Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
Nations Financial Group sold 8,645 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2023, an estimated $357K.
Nations Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and held it in 4 quarters.
Nations Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $379K in Q1 2023.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.