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

Sterling Financial Planning’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
2021 Q4	–	Sell	-2,252	Closed	-$95K	–	352
2021 Q3	$95K	Hold	2,252	–	–	0.06%	131
2021 Q2	$99K	Hold	2,252	–	–	0.06%	117
2021 Q1	$97K	Buy	2,252 +118	+6%	+$4.74K	0.07%	108
2020 Q4	$80K	Buy	+2,134	New	+$76.4K	0.06%	115

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Sterling Financial Planning's SPHD Position: Q4 2021 in Review

Sterling Financial Planning sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2021, closing a stake of 2,252 shares — an estimated $95K sold.

Sterling Financial Planning first reported a position in SPHD in Q4 2020 and held it in 4 quarters. The position peaked at $99K in Q2 2021. 293 funds tracked by Wall St. Rank hold SPHD as of Q4 2021.

Sterling Financial Planning reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 2,252 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2021, an estimated $95K.
Sterling Financial Planning first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $99K in Q2 2021.
293 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.