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

RGT Wealth 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
Q1 		– Sell
-1,125
Closed -$51K – 306
2021
Q4 		$51K Buy
+1,125
New +$49K 0.01% 140

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RGT Wealth Advisors's SPHD Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 1,125 shares — an estimated $51K sold.

RGT Wealth Advisors first reported a position in SPHD in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,125 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $51K.
  • RGT Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $51K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.