Silicon Valley Capital Partners’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
2023
Q4
Sell
-207,520
Closed -$8.13M 381
2023
Q3
$8.13M Sell
207,520
-236,365
-53% -$9.74M 1.53% 13
2023
Q2
$18.4M Buy
443,885
+55,553
+14% +$2.28M 3.43% 9
2023
Q1
$16.4M Buy
388,332
+27,566
+8% +$1.2M 3.43% 9
2022
Q4
$15.8M Buy
+360,766
New +$15.5M 3.62% 8

Other funds holding SPHD

Silicon Valley Capital Partners's SPHD Position: Q4 2023 in Review

Silicon Valley Capital Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2023, closing a stake of 207,520 shares — an estimated $8.13M sold.

Silicon Valley Capital Partners first reported a position in SPHD in Q4 2022 and held it in 4 quarters. The position peaked at $18.4M in Q2 2023. 317 funds tracked by Wall St. Rank hold SPHD as of Q4 2023.

  • Silicon Valley Capital Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2023 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 207,520 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2023, an estimated $8.13M.
  • Silicon Valley Capital Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 4 quarters.
  • Silicon Valley Capital Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $18.4M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2023.

Based on Silicon Valley Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.