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

Ten Capital 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
Q1 		– Sell
-614
Closed -$26.9K – 651
2022
Q4 		$26.9K Buy
+614
New +$26.4K 0.01% 238

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Ten Capital Wealth Advisors's SPHD Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 614 shares — an estimated $26.9K sold.

Ten Capital Wealth Advisors first reported a position in SPHD in Q4 2022 and held it in 1 quarter. The position peaked at $26.9K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 614 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $26.9K.
  • Ten Capital Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $26.9K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.