True Link Financial Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

True Link Financial 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
2022 Q1	–	Sell	-2,000	Closed	-$91K	–	255
2021 Q4	$91K	Hold	2,000	–	–	0.01%	403
2021 Q3	$85K	Hold	2,000	–	–	0.01%	400
2021 Q2	$88K	Hold	2,000	–	–	0.01%	363
2021 Q1	$86K	Hold	2,000	–	–	0.01%	429
2020 Q4	$75K	Buy	+2,000	New	+$71.6K	0.01%	479

Other funds holding SPHD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

True Link Financial Advisors's SPHD Position: Q1 2022 in Review

True Link Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 2,000 shares — an estimated $91K sold.

True Link Financial Advisors first reported a position in SPHD in Q4 2020 and held it in 5 quarters. The position peaked at $91K in Q4 2021. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

True Link Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 2,000 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $91K.
True Link Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $91K in Q4 2021.
294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.