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

Teamwork Financial 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	-6,118	Closed	-$239K	–	219
2022 Q3	$239K	Sell	6,118 -49,456	-89%	-$2.18M	0.05%	185
2022 Q2	$2.45M	Buy	+55,574	New	+$2.59M	0.54%	40
2020 Q1	–	Sell	-11,395	Closed	-$502K	–	133
2019 Q4	$502K	Buy	+11,395	New	+$488K	0.3%	76

Other funds holding SPHD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Teamwork Financial Advisors's SPHD Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 6,118 shares — an estimated $239K sold.

Teamwork Financial Advisors first reported a position in SPHD in Q4 2019 and held it in 3 quarters. The position peaked at $2.45M in Q2 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

Teamwork Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 6,118 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $239K.
Teamwork Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Teamwork Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.45M in Q2 2022.
348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.