Wealthcare Advisory Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Wealthcare Advisory Partners’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
2023 Q2	–	Sell	-4,950	Closed	-$209K	–	759
2023 Q1	$209K	Buy	+4,950	New	+$216K	0.01%	677
2022 Q3	–	Sell	-21,478	Closed	-$948K	–	625
2022 Q2	$948K	Sell	21,478 -11,116	-34%	-$518K	0.06%	217
2022 Q1	$1.54M	Buy	32,594 +8,385	+35%	+$382K	0.09%	131
2021 Q4	$1.1M	Buy	+24,209	New	+$1.05M	0.07%	183
2021 Q2	–	Sell	-2,771	Closed	-$119K	–	1685
2021 Q1	$119K	Buy	+2,771	New	+$111K	0.01%	624
2020 Q3	–	Sell	-8,837	Closed	-$291K	–	370
2020 Q2	$291K	Sell	8,837 -54,096	-86%	-$1.76M	0.04%	245
2020 Q1	$1.89M	Sell	62,933 -28,783	-31%	-$1.13M	0.28%	46
2019 Q4	$4.04M	Buy	91,716 +88	+0.1%	+$3.77K	0.51%	31
2019 Q3	$3.91M	Buy	91,628 +4,385	+5%	+$183K	0.57%	30
2019 Q2	$3.67M	Buy	87,243 +2,208	+3%	+$92.9K	0.58%	28
2019 Q1	$3.61M	Buy	85,035 +5,594	+7%	+$231K	0.62%	28
2018 Q4	$3.04M	Buy	79,441 +2,576	+3%	+$104K	0.59%	28
2018 Q3	$3.18M	Buy	76,865 +2,819	+4%	+$117K	0.58%	29
2018 Q2	$3.04M	Buy	74,046 +2,516	+4%	+$101K	0.6%	31
2018 Q1	$2.82M	Buy	71,530 +7,489	+12%	+$305K	0.64%	28
2017 Q4	$2.72M	Buy	64,041 +7,665	+14%	+$321K	0.7%	23
2017 Q3	$2.31M	Buy	+56,376	New	+$2.28M	0.69%	23

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthcare Advisory Partners's SPHD Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2023, closing a stake of 4,950 shares — an estimated $209K sold.

Wealthcare Advisory Partners first reported a position in SPHD in Q3 2017 and held it in 17 quarters. The position peaked at $4.04M in Q4 2019. 320 funds tracked by Wall St. Rank hold SPHD as of Q2 2023.

Wealthcare Advisory Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,950 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2023, an estimated $209K.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2017 and held it in 17 quarters.
Wealthcare Advisory Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.04M in Q4 2019.
320 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.