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

Piershale 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 Q2	$25.8K	Hold	625	–	–	0.02%	63
2023 Q1	$26.4K	Hold	625	–	–	0.02%	56
2022 Q4	$27.4K	Buy	+625	New	+$26.9K	0.02%	51

Other funds holding SPHD

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Piershale Financial Group's SPHD Position: Q2 2023 in Review

Piershale Financial Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2023 at 625 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #63.

Piershale Financial Group first reported a position in SPHD in Q4 2022 and has held it in 3 quarters since. The position peaked at $27.4K in Q4 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

Piershale Financial Group held 625 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $25.8K as of Q2 2023.
Piershale Financial Group left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2023.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #63 holding.
Piershale Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 3 quarters since.
Piershale Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $27.4K in Q4 2022.
320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.