Sargent Bickham Lagudis’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
2022
Q4
$16K Hold
364
﹤0.01% 651
2022
Q3
$14K Buy
+364
New +$16.1K ﹤0.01% 642

Other funds holding SPHD

Sargent Bickham Lagudis's SPHD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q4 2022 at 364 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Sargent Bickham Lagudis first reported a position in SPHD in Q3 2022 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

  • Sargent Bickham Lagudis held 364 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $16K as of Q4 2022.
  • Sargent Bickham Lagudis left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q4 2022.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #651 holding.
  • Sargent Bickham Lagudis first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.