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

Pacific Capital Wealth Advisors’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
2025 Q1	–	Sell	-232	Closed	-$11.2K	–	330
2024 Q4	$11.2K	Hold	232	–	–	﹤0.01%	264
2024 Q3	$11.7K	Hold	232	–	–	﹤0.01%	284
2024 Q2	$10.3K	Hold	232	–	–	﹤0.01%	314
2024 Q1	$10.3K	Hold	232	–	–	﹤0.01%	227
2023 Q4	$9.84K	Buy	+232	New	+$9.24K	﹤0.01%	220
2020 Q4	–	Sell	-327	Closed	-$11K	–	175
2020 Q3	$11K	Buy	+327	New	+$11K	0.01%	169

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Pacific Capital Wealth Advisors's SPHD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 232 shares — an estimated $11.2K sold.

Pacific Capital Wealth Advisors first reported a position in SPHD in Q3 2020 and held it in 6 quarters. The position peaked at $11.7K in Q3 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 232 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $11.2K.
Pacific Capital Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $11.7K in Q3 2024.
349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.