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

United Capital 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	-4,744	Closed	-$215K	–	1223
2021 Q4	$215K	Hold	4,744	–	–	﹤0.01%	1128
2021 Q3	$201K	Buy	+4,744	New	+$208K	﹤0.01%	1146
2019 Q1	–	Sell	-8,500	Closed	-$325K	–	1398
2018 Q4	$325K	Buy	8,500 +1,074	+14%	+$43.4K	﹤0.01%	1038
2018 Q3	$308K	Buy	7,426 +636	+9%	+$26.5K	﹤0.01%	1099
2018 Q2	$279K	Sell	6,790 -11,857	-64%	-$475K	﹤0.01%	1107
2018 Q1	$735K	Buy	18,647 +7,487	+67%	+$305K	0.01%	852
2017 Q4	$474K	Buy	+11,160	New	+$468K	﹤0.01%	977
2017 Q3	–	Sell	-23,282	Closed	-$937K	–	1343
2017 Q2	$937K	Buy	+23,282	New	+$936K	0.01%	779
2016 Q4	–	Sell	-121,143	Closed	-$4.71M	–	1320
2016 Q3	$4.71M	Sell	121,143 -133,851	-52%	-$5.24M	0.05%	393
2016 Q2	$9.69M	Sell	254,994 -102,515	-29%	-$3.8M	0.1%	244
2016 Q1	$13.3M	Buy	+357,509	New	+$12.2M	0.15%	149

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

United Capital Financial Advisors's SPHD Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 4,744 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in SPHD in Q1 2016 and held it in 11 quarters. The position peaked at $13.3M in Q1 2016. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

United Capital 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.
United Capital Financial Advisors sold 4,744 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $215K.
United Capital Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2016 and held it in 11 quarters.
United Capital Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $13.3M in Q1 2016.
294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

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