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Romano Brothers & Co’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-966
Closed -$42.3K – 875
2022
Q4 		$42.3K Buy
+966
New +$41.5K 0.01% 499

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Romano Brothers & Co's SPHD Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 966 shares — an estimated $42.3K sold.

Romano Brothers & Co first reported a position in SPHD in Q4 2022 and held it in 1 quarter. The position peaked at $42.3K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 966 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $42.3K.
  • Romano Brothers & Co first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $42.3K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.