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Strengthening Families & Communities LLC’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Strengthening Families & Communities LLC’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
Q4 		– Sell
-123
Closed -$6.22K – 533
2024
Q3 		$6.22K Buy
+123
New +$5.89K ﹤0.01% 376

Other funds holding SPHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strengthening Families & Communities LLC's SPHD Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2024, closing a stake of 123 shares — an estimated $6.22K sold.

Strengthening Families & Communities LLC first reported a position in SPHD in Q3 2024 and held it in 1 quarter. The position peaked at $6.22K in Q3 2024. 362 funds tracked by Wall St. Rank hold SPHD as of Q4 2024.

  • Strengthening Families & Communities LLC reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 123 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2024, an estimated $6.22K.
  • Strengthening Families & Communities LLC first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Strengthening Families & Communities LLC's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $6.22K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.