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

Wealth Quarterback’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
Q3 		$3K Buy
66
+1
+2% +$44 ﹤0.01% 679
2021
Q2 		$3K Buy
+65
New +$2.9K ﹤0.01% 712

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Quarterback's SPHD Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.5% in Q3 2021, buying an estimated $44 and bringing the position to 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Wealth Quarterback first reported a position in SPHD in Q2 2021 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

  • Wealth Quarterback held 66 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $3K as of Q3 2021.
  • Wealth Quarterback bought 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q3 2021, an estimated $44.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #679 holding.
  • Wealth Quarterback first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2021 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.