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

WealthShield 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
2021 Q3	–	Sell	-288	Closed	-$13K	–	667
2021 Q2	$13K	Hold	288	–	–	﹤0.01%	724
2021 Q1	$12K	Buy	+288	New	+$11.6K	﹤0.01%	772

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's SPHD Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2021, closing a stake of 288 shares — an estimated $13K sold.

WealthShield Partners first reported a position in SPHD in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

WealthShield Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 288 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2021, an estimated $13K.
WealthShield Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $13K in Q2 2021.
268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.