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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-299
Closed -$11.7K 299
2022
Q3
$11.7K Buy
299
+2
+0.7% +$88 0.01% 341
2022
Q2
$13.1K Buy
+297
New +$13.8K 0.01% 198
2021
Q1
Sell
-290
Closed -$10K 198
2020
Q4
$10K Buy
+290
New +$10.4K 0.01% 205

Other funds holding SPHD

Oxler Private Wealth's SPHD Position: Q4 2022 in Review

Oxler Private Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 299 shares — an estimated $11.7K sold.

Oxler Private Wealth first reported a position in SPHD in Q4 2020 and held it in 3 quarters. The position peaked at $13.1K in Q2 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

  • Oxler Private Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 299 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $11.7K.
  • Oxler Private Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $13.1K in Q2 2022.
  • 348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.