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

Tradition 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
2024 Q1	–	Sell	-606	Closed	-$50K	–	1067
2023 Q4	$50K	Buy	606 +1	+0.2%	+$40	0.01%	629
2023 Q3	$42K	Hold	605	–	–	0.01%	649
2023 Q2	$46K	Hold	605	–	–	0.01%	651
2023 Q1	$42K	Hold	605	–	–	0.01%	661
2022 Q4	$38K	Hold	605	–	–	0.01%	601
2022 Q3	$35K	Hold	605	–	–	0.01%	613
2022 Q2	$35K	Buy	+605	New	+$28.2K	0.01%	537

Other funds holding SPHD

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Tradition Wealth Management's SPHD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2024, closing a stake of 606 shares — an estimated $50K sold.

Tradition Wealth Management first reported a position in SPHD in Q2 2022 and held it in 7 quarters. The position peaked at $50K in Q4 2023. 312 funds tracked by Wall St. Rank hold SPHD as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 606 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2024, an estimated $50K.
Tradition Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 7 quarters.
Tradition Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $50K in Q4 2023.
312 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.