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

Sutton Wealth 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 Q3	$46.2K	Hold	1,178	–	–	0.02%	234
2023 Q2	$48.7K	Hold	1,178	–	–	0.02%	227
2023 Q1	$49.7K	Hold	1,178	–	–	0.03%	204
2022 Q4	$51.6K	Hold	1,178	–	–	0.02%	383
2022 Q3	$46.1K	Hold	1,178	–	–	0.02%	393
2022 Q2	$52K	Hold	1,178	–	–	0.02%	372
2022 Q1	$55.6K	Hold	1,178	–	–	0.02%	372
2021 Q4	$53.3K	Hold	1,178	–	–	0.02%	388
2021 Q3	$49.9K	Hold	1,178	–	–	0.02%	393
2021 Q2	$51.9K	Hold	1,178	–	–	0.02%	397
2021 Q1	$50.5K	Hold	1,178	–	–	0.02%	388
2020 Q4	$44.3K	Hold	1,178	–	–	0.02%	396
2020 Q3	$38.9K	Hold	1,178	–	–	0.02%	355
2020 Q2	$38.8K	Hold	1,178	–	–	0.02%	358
2020 Q1	$35.4K	Hold	1,178	–	–	0.02%	339
2019 Q4	$51.9K	Hold	1,178	–	–	0.03%	300
2019 Q3	$50.2K	Hold	1,178	–	–	0.03%	305
2019 Q2	$49.6K	Buy	+1,178	New	+$49.5K	0.03%	305

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sutton Wealth Advisors's SPHD Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2023 at 1,178 shares worth $46.2K. The position accounts for 0.02% of the portfolio, ranked #234.

Sutton Wealth Advisors first reported a position in SPHD in Q2 2019 and has held it in 18 quarters since. The position peaked at $55.6K in Q1 2022. 312 funds tracked by Wall St. Rank hold SPHD as of Q3 2023.

Sutton Wealth Advisors held 1,178 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $46.2K as of Q3 2023.
Sutton Wealth Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2023.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #234 holding.
Sutton Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2019 and has held it in 18 quarters since.
Sutton Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $55.6K in Q1 2022.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.