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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,483	Closed	-$120K	–	312
2024 Q4	$120K	Hold	2,483	–	–	0.06%	207
2024 Q3	$126K	Hold	2,483	–	–	0.06%	199
2024 Q2	$110K	Hold	2,483	–	–	0.06%	249
2024 Q1	$110K	Hold	2,483	–	–	0.06%	247
2023 Q4	$105K	Hold	2,483	–	–	0.07%	187
2023 Q3	$97.3K	Hold	2,483	–	–	0.07%	198
2023 Q2	$103K	Sell	2,483 -500	-17%	-$20.6K	0.07%	197
2023 Q1	$126K	Hold	2,983	–	–	0.1%	168
2022 Q4	$131K	Buy	+2,983	New	+$128K	0.08%	198

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

Register Financial Advisors's SPHD Position: Q1 2025 in Review

Register Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 2,483 shares — an estimated $120K sold.

Register Financial Advisors first reported a position in SPHD in Q4 2022 and held it in 9 quarters. The position peaked at $131K in Q4 2022. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

Register 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.
Register Financial Advisors sold 2,483 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $120K.
Register Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 9 quarters.
Register Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $131K in Q4 2022.
349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Register Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.