POM Investment Strategies’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

POM Investment Strategies’s Portfolio SPDV Stock Details SPDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-545	Closed	-$16.4K	–	369
2024 Q2	$16.4K	Buy	545 +5	+0.9%	+$150	0.01%	145
2024 Q1	$17K	Buy	540 +6	+1%	+$178	0.01%	98
2023 Q4	$15.7K	Buy	+534	New	+$14.6K	0.01%	95

Other funds holding SPDV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

POM Investment Strategies's SPDV Position: Q3 2024 in Review

POM Investment Strategies sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q3 2024, closing a stake of 545 shares — an estimated $16.4K sold.

POM Investment Strategies first reported a position in SPDV in Q4 2023 and held it in 3 quarters. The position peaked at $17K in Q1 2024. 30 funds tracked by Wall St. Rank hold SPDV as of Q3 2024.

POM Investment Strategies reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q3 2024 after selling out during the quarter.
POM Investment Strategies sold 545 AAM S&P 500 High Dividend Value ETF shares in Q3 2024, an estimated $16.4K.
POM Investment Strategies first reported a position in AAM S&P 500 High Dividend Value ETF in Q4 2023 and held it in 3 quarters.
POM Investment Strategies's AAM S&P 500 High Dividend Value ETF position peaked at $17K in Q1 2024.
30 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.