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

Peterson 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 Q4	–	Sell	-10,271	Closed	-$403K	–	59
2023 Q3	$403K	Sell	10,271 -4,115	-29%	-$170K	0.33%	46
2023 Q2	$595K	Sell	14,386 -1,954	-12%	-$80.4K	0.47%	42
2023 Q1	$690K	Sell	16,340 -144	-0.9%	-$6.27K	0.66%	37
2022 Q4	$722K	Sell	16,484 -2,085	-11%	-$89.6K	0.74%	34
2022 Q3	$726K	Buy	18,569 +9,915	+115%	+$437K	0.68%	39
2022 Q2	$382K	Buy	8,654 +2,145	+33%	+$99.9K	0.49%	40
2022 Q1	$307K	Buy	+6,509	New	+$297K	0.21%	58
2020 Q3	–	Sell	-14,241	Closed	-$469K	–	46
2020 Q2	$469K	Sell	14,241 -1,092	-7%	-$35.5K	0.47%	36
2020 Q1	$460K	Sell	15,333 -29,814	-66%	-$1.17M	0.56%	29
2019 Q4	$1.98M	Buy	+45,147	New	+$1.93M	1.8%	20

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peterson Wealth Management's SPHD Position: Q4 2023 in Review

Peterson Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 10,271 shares — an estimated $403K sold.

Peterson Wealth Management first reported a position in SPHD in Q4 2019 and held it in 10 quarters. The position peaked at $1.98M in Q4 2019. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

Peterson Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
Peterson Wealth Management sold 10,271 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $403K.
Peterson Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 10 quarters.
Peterson Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.98M in Q4 2019.
317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Peterson Wealth Management's 13F filing for Q4 2023, filed 22 Feb 2024.