Total Clarity Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-646	Closed	-$29K	–	869
2022 Q2	$29K	Buy	+646	New	+$30.1K	0.02%	498
2022 Q1	–	Sell	-646	Closed	-$29K	–	804
2021 Q4	$29K	Sell	646 -60	-8%	-$2.61K	0.01%	493
2021 Q3	$30K	Buy	+706	New	+$30.9K	0.01%	485
2021 Q2	–	Sell	-1,458	Closed	-$63K	–	656
2021 Q1	$63K	Buy	+1,458	New	+$58.5K	0.04%	304
2020 Q1	–	Sell	-1,497	Closed	-$66K	–	534
2019 Q4	$66K	Buy	+1,497	New	+$64.2K	0.05%	226

Other funds holding SPHD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Total Clarity Wealth Management's SPHD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2022, closing a stake of 646 shares — an estimated $29K sold.

Total Clarity Wealth Management first reported a position in SPHD in Q4 2019 and held it in 5 quarters. The position peaked at $66K in Q4 2019. 309 funds tracked by Wall St. Rank hold SPHD as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 646 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2022, an estimated $29K.
Total Clarity Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $66K in Q4 2019.
309 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.