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

SkyView 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
2023
Q1 		– Sell
-68,882
Closed -$3.02M – 775
2022
Q4 		$3.02M Buy
+68,882
New +$2.96M 0.91% 17

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

SkyView Investment Advisors's SPHD Position: Q1 2023 in Review

SkyView Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 68,882 shares — an estimated $3.02M sold.

SkyView Investment Advisors first reported a position in SPHD in Q4 2022 and held it in 1 quarter. The position peaked at $3.02M in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

  • SkyView Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 68,882 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $3.02M.
  • SkyView Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • SkyView Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.02M in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on SkyView Investment Advisors's 13F filing for Q1 2023, filed 18 May 2023.