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

Raleigh Capital 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 Q2	–	Sell	-231	Closed	-$9.76K	–	912
2023 Q1	$9.76K	Buy	231 +2	+0.9%	+$87	﹤0.01%	506
2022 Q4	$10K	Buy	229 +2	+0.9%	+$86	0.01%	438
2022 Q3	$9K	Buy	227 +3	+1%	+$132	0.01%	389
2022 Q2	$10K	Buy	224 +2	+0.9%	+$93	0.01%	352
2022 Q1	$10K	Buy	222 +2	+0.9%	+$91	0.01%	383
2021 Q4	$10K	Buy	+220	New	+$9.57K	0.01%	194

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

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

Raleigh Capital Management's SPHD Position: Q2 2023 in Review

Raleigh Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 231 shares — an estimated $9.76K sold.

Raleigh Capital Management first reported a position in SPHD in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2022. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

Raleigh Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Raleigh Capital Management sold 231 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $9.76K.
Raleigh Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 6 quarters.
Raleigh Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $10K 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 Raleigh Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.