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

Valeo 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
2021 Q4	–	Sell	-5,667	Closed	-$240K	–	639
2021 Q3	$240K	Buy	+5,667	New	+$248K	0.01%	449
2021 Q2	–	Sell	-585	Closed	-$25K	–	1633
2021 Q1	$25K	Buy	+585	New	+$23.5K	﹤0.01%	1102

Other funds holding SPHD

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

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

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

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

RJA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Valeo Financial Advisors's SPHD Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2021, closing a stake of 5,667 shares — an estimated $240K sold.

Valeo Financial Advisors first reported a position in SPHD in Q1 2021 and held it in 2 quarters. The position peaked at $240K in Q3 2021. 293 funds tracked by Wall St. Rank hold SPHD as of Q4 2021.

Valeo Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Valeo Financial Advisors sold 5,667 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2021, an estimated $240K.
Valeo Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and held it in 2 quarters.
Valeo Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $240K in Q3 2021.
293 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.