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

Semmax Financial 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
2024 Q1	–	Sell	-1	Closed	-$53	–	440
2023 Q4	$53	Sell	1 -234	-100%	-$9.32K	﹤0.01%	395
2023 Q3	$8.99K	Buy	+235	New	+$9.69K	﹤0.01%	196
2022 Q4	$7K	Buy	153 +1	+0.7%	+$43	﹤0.01%	187
2022 Q3	$7K	Buy	+152	New	+$6.7K	﹤0.01%	177
2019 Q2	–	Sell	-188	Closed	-$8K	–	444
2019 Q1	$8K	Sell	188 -30	-14%	-$1.24K	0.01%	341
2018 Q4	$8K	Buy	+218	New	+$8.8K	0.01%	338

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Semmax Financial Advisors's SPHD Position: Q1 2024 in Review

Semmax Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 1 share — an estimated $53 sold.

Semmax Financial Advisors first reported a position in SPHD in Q4 2018 and held it in 6 quarters. The position peaked at $8.99K in Q3 2023. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

Semmax Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Semmax Financial Advisors sold 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q1 2024, an estimated $53.
Semmax Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 6 quarters.
Semmax Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8.99K in Q3 2023.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on Semmax Financial Advisors's 13F filing for Q1 2024, filed 16 May 2024.