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

NewSquare Capital’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 Q2	–	Sell	-57	Closed	-$2.52K	–	449
2024 Q1	$2.53K	Hold	57	–	–	﹤0.01%	339
2023 Q4	$2.42K	Hold	57	–	–	﹤0.01%	378
2023 Q3	$2.23K	Hold	57	–	–	﹤0.01%	448
2023 Q2	$2.36K	Sell	57 -719	-93%	-$29.6K	﹤0.01%	506
2023 Q1	$32.8K	Buy	776 +578	+292%	+$25.2K	﹤0.01%	217
2022 Q4	$8.68K	Buy	+198	New	+$8.51K	﹤0.01%	306

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

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

NewSquare Capital's SPHD Position: Q2 2024 in Review

NewSquare Capital sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2024, closing a stake of 57 shares — an estimated $2.52K sold.

NewSquare Capital first reported a position in SPHD in Q4 2022 and held it in 6 quarters. The position peaked at $32.8K in Q1 2023. 305 funds tracked by Wall St. Rank hold SPHD as of Q2 2024.

NewSquare Capital reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 57 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2024, an estimated $2.52K.
NewSquare Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 6 quarters.
NewSquare Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $32.8K in Q1 2023.
305 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.