Signature Estate & Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Signature Estate & Investment 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	-9,438	Closed	-$400K	–	196
2023 Q4	$400K	Hold	9,438	–	–	0.01%	135
2023 Q3	$370K	Hold	9,438	–	–	0.01%	134
2023 Q2	$390K	Hold	9,438	–	–	0.01%	136
2023 Q1	$398K	Hold	9,438	–	–	0.01%	129
2022 Q4	$414K	Buy	+9,438	New	+$406K	0.01%	130

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

Signature Estate & Investment Advisors's SPHD Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 9,438 shares — an estimated $400K sold.

Signature Estate & Investment Advisors first reported a position in SPHD in Q4 2022 and held it in 5 quarters. The position peaked at $414K in Q4 2022. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

Signature Estate & Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Signature Estate & Investment Advisors sold 9,438 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2024, an estimated $400K.
Signature Estate & Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 5 quarters.
Signature Estate & Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $414K in Q4 2022.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.