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

V Wealth 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 Q3	–	Sell	-4,769	Closed	-$211K	–	411
2022 Q2	$211K	Buy	+4,769	New	+$222K	0.04%	380
2021 Q3	–	Sell	-4,849	Closed	-$213K	–	565
2021 Q2	$213K	Sell	4,849 -4,156	-46%	-$186K	0.03%	441
2021 Q1	$386K	Sell	9,005 -585	-6%	-$23.5K	0.07%	298
2020 Q4	$360K	Buy	+9,590	New	+$343K	0.07%	274
2020 Q3	–	Sell	-21,732	Closed	-$715K	–	318
2020 Q2	$715K	Sell	21,732 -16,513	-43%	-$537K	0.19%	138
2020 Q1	$1.15M	Buy	38,245 +1,049	+3%	+$41.1K	0.36%	69
2019 Q4	$1.58M	Hold	37,196	–	–	0.57%	43
2019 Q3	$1.58M	Buy	37,196 +2,311	+7%	+$96.4K	0.57%	43
2019 Q2	$1.47M	Buy	34,885 +99	+0.3%	+$4.16K	0.56%	53
2019 Q1	$1.48M	Buy	+34,786	New	+$1.43M	0.6%	44

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

V Wealth Advisors's SPHD Position: Q3 2022 in Review

V Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2022, closing a stake of 4,769 shares — an estimated $211K sold.

V Wealth Advisors first reported a position in SPHD in Q1 2019 and held it in 10 quarters. The position peaked at $1.58M in Q4 2019. 309 funds tracked by Wall St. Rank hold SPHD as of Q3 2022.

V Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 4,769 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2022, an estimated $211K.
V Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and held it in 10 quarters.
V Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.58M 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 V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.