Safeguard Investment Advisory Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Safeguard Investment Advisory Group’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	-5,356	Closed	-$235K	–	107
2022 Q4	$235K	Buy	5,356 +65	+1%	+$2.79K	0.14%	84
2022 Q3	$206K	Buy	+5,291	New	+$233K	0.14%	84
2022 Q1	–	Sell	-4,944	Closed	-$223K	–	95
2021 Q4	$223K	Sell	4,944 -29	-0.6%	-$1.26K	0.13%	85
2021 Q3	$210K	Sell	4,973 -12	-0.2%	-$525	0.14%	81
2021 Q2	$219K	Sell	4,985 -503	-9%	-$22.5K	0.16%	78
2021 Q1	$235K	Sell	5,488 -2,324	-30%	-$93.3K	0.21%	68
2020 Q4	$293K	Buy	+7,812	New	+$280K	0.26%	59

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Safeguard Investment Advisory Group's SPHD Position: Q1 2023 in Review

Safeguard Investment Advisory Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 5,356 shares — an estimated $235K sold.

Safeguard Investment Advisory Group first reported a position in SPHD in Q4 2020 and held it in 7 quarters. The position peaked at $293K in Q4 2020. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Safeguard Investment Advisory Group sold 5,356 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $235K.
Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 7 quarters.
Safeguard Investment Advisory Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $293K in Q4 2020.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.