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

Synergy Investment Management’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
2025
Q1 		– Sell
-1,258
Closed -$60.8K – 664
2024
Q4 		$60.8K Buy
+1,258
New +$62.9K 0.03% 222

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synergy Investment Management's SPHD Position: Q1 2025 in Review

Synergy Investment Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 1,258 shares — an estimated $60.8K sold.

Synergy Investment Management first reported a position in SPHD in Q4 2024 and held it in 1 quarter. The position peaked at $60.8K in Q4 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

  • Synergy Investment Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 1,258 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $60.8K.
  • Synergy Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $60.8K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.