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

TCI 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
2022
Q4 		– Sell
-3
Closed – – 2641
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2562
2022
Q2 		$0 Buy
+3
New +$140 ﹤0.01% 2498

Other funds holding SPHD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
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

TCI Wealth Advisors's SPHD Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 3 shares.

TCI Wealth Advisors first reported a position in SPHD in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022.
  • TCI Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $0 in Q3 2022.
  • 348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.