Plante Moran Financial Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Plante Moran Financial 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	-500	Closed	-$24.2K	–	950
2024 Q4	$24.2K	Buy	+500	New	+$25K	﹤0.01%	459
2021 Q4	–	Sell	-437	Closed	-$19K	–	1095
2021 Q3	$18K	Hold	437	–	–	﹤0.01%	589
2021 Q2	$19K	Hold	437	–	–	﹤0.01%	571
2021 Q1	$19K	Buy	+437	New	+$17.5K	0.01%	541
2020 Q1	–	Sell	-1,523	Closed	-$67K	–	827
2019 Q4	$67K	Hold	1,523	–	–	0.02%	278
2019 Q3	$65K	Hold	1,523	–	–	0.02%	302
2019 Q2	$64K	Hold	1,523	–	–	0.02%	289
2019 Q1	$65K	Sell	1,523 -76	-5%	-$3.13K	0.02%	281
2018 Q4	$61K	Hold	1,599	–	–	0.02%	264
2018 Q3	$66K	Hold	1,599	–	–	0.02%	263
2018 Q2	$66K	Hold	1,599	–	–	0.03%	280
2018 Q1	$63K	Hold	1,599	–	–	0.03%	306
2017 Q4	$68K	Hold	1,599	–	–	0.04%	289
2017 Q3	$66K	Buy	+1,599	New	+$64.6K	0.04%	257

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

Plante Moran Financial Advisors's SPHD Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 500 shares — an estimated $24.2K sold.

Plante Moran Financial Advisors first reported a position in SPHD in Q3 2017 and held it in 14 quarters. The position peaked at $68K in Q4 2017. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $24.2K.
Plante Moran Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2017 and held it in 14 quarters.
Plante Moran Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $68K in Q4 2017.
349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.