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The Family Firm’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-3,575
Closed -$159K – 750
2024
Q2 		$159K Buy
+3,575
New +$158K 0.04% 231

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

The Family Firm's SPHD Position: Q3 2024 in Review

The Family Firm sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2024, closing a stake of 3,575 shares — an estimated $159K sold.

The Family Firm first reported a position in SPHD in Q2 2024 and held it in 1 quarter. The position peaked at $159K in Q2 2024. 337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

  • The Family Firm reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 3,575 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2024, an estimated $159K.
  • The Family Firm first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $159K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.