Wagner Wealth Management (South Carolina)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Wagner Wealth Management (South Carolina)’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	-300	Closed	-$14K	–	594
2021 Q4	$14K	Hold	300	–	–	0.01%	452
2021 Q3	$13K	Hold	300	–	–	0.01%	438
2021 Q2	$13K	Hold	300	–	–	0.01%	459
2021 Q1	$13K	Hold	300	–	–	0.01%	431
2020 Q4	$11K	Buy	+300	New	+$10.7K	0.01%	179
2018 Q3	$41K	Hold	1,000	–	–	0.03%	269
2018 Q2	$41K	Hold	1,000	–	–	0.03%	250
2018 Q1	$39K	Hold	1,000	–	–	0.03%	236
2017 Q4	$42K	Buy	+1,000	New	+$41.9K	0.03%	230

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

Wagner Wealth Management (South Carolina)'s SPHD Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2022, closing a stake of 300 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in SPHD in Q4 2017 and held it in 9 quarters. The position peaked at $42K in Q4 2017. 294 funds tracked by Wall St. Rank hold SPHD as of Q1 2022.

Wagner Wealth Management (South Carolina) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 300 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2022, an estimated $14K.
Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $42K in Q4 2017.
294 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.