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

WESPAC 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
2023
Q1 		– Sell
-6,232
Closed -$273K – 127
2022
Q4 		$273K Buy
+6,232
New +$268K 0.47% 49

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

WESPAC Advisors's SPHD Position: Q1 2023 in Review

WESPAC Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 6,232 shares — an estimated $273K sold.

WESPAC Advisors first reported a position in SPHD in Q4 2022 and held it in 1 quarter. The position peaked at $273K in Q4 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

  • WESPAC Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • WESPAC Advisors sold 6,232 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $273K.
  • WESPAC Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • WESPAC Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $273K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.