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

Professional 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
2022 Q4	–	Sell	-571	Closed	-$22K	–	390
2022 Q3	$22K	Sell	571 -55	-9%	-$2.42K	0.01%	217
2022 Q2	$28K	Buy	+626	New	+$29.2K	0.02%	196

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Professional Financial Advisors's SPHD Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 571 shares — an estimated $22K sold.

Professional Financial Advisors first reported a position in SPHD in Q2 2022 and held it in 2 quarters. The position peaked at $28K in Q2 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 571 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $22K.
Professional Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 2 quarters.
Professional Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $28K in Q2 2022.
348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.