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

Transform Wealth’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	-5,390	Closed	-$211K	–	232
2022 Q3	$211K	Hold	5,390	–	–	0.03%	174
2022 Q2	$238K	Buy	5,390 +250	+5%	+$11.6K	0.04%	179
2022 Q1	$243K	Buy	+5,140	New	+$234K	0.03%	213

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

Transform Wealth's SPHD Position: Q4 2022 in Review

Transform Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2022, closing a stake of 5,390 shares — an estimated $211K sold.

Transform Wealth first reported a position in SPHD in Q1 2022 and held it in 3 quarters. The position peaked at $243K in Q1 2022. 348 funds tracked by Wall St. Rank hold SPHD as of Q4 2022.

Transform Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2022 after selling out during the quarter.
Transform Wealth sold 5,390 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2022, an estimated $211K.
Transform Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and held it in 3 quarters.
Transform Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $243K in Q1 2022.
348 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2022.

Based on Transform Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.