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

Sowell Financial Services’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
2022 Q1	–	Sell	-13,424	Closed	-$608K	–	460
2021 Q4	$608K	Buy	13,424 +1,834	+16%	+$79.8K	0.03%	408
2021 Q3	$491K	Buy	+11,590	New	+$507K	0.03%	398
2021 Q2	–	Sell	-1,442	Closed	-$66K	–	2401
2021 Q1	$66K	Sell	1,442 -158	-10%	-$6.34K	﹤0.01%	1537
2020 Q4	$60K	Buy	1,600 +247	+18%	+$8.84K	﹤0.01%	1333
2020 Q3	$45K	Sell	1,353 -625	-32%	-$21.1K	﹤0.01%	1259
2020 Q2	$65K	Buy	1,978 +246	+14%	+$8K	﹤0.01%	1098
2020 Q1	$52K	Sell	1,732 -10,262	-86%	-$402K	﹤0.01%	1048
2019 Q4	$528K	Buy	11,994 +11,964	+39,880%	+$513K	0.04%	434
2019 Q3	$1K	Buy	+30	New	+$1.25K	﹤0.01%	2305
2017 Q1	–	Sell	-3,892	Closed	-$156K	–	523
2016 Q4	$156K	Buy	+3,892	New	+$149K	0.05%	216

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sowell Financial Services's SPHD Position: Q1 2022 in Review

Sowell Financial Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 13,424 shares — an estimated $608K sold.

Sowell Financial Services first reported a position in SPHD in Q4 2016 and held it in 10 quarters. The position peaked at $608K in Q4 2021. 293 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

Sowell Financial Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 13,424 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $608K.
Sowell Financial Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and held it in 10 quarters.
Sowell Financial Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $608K in Q4 2021.
293 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.