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

West Paces 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	-86	Closed	-$3.77K	–	582
2022 Q4	$3.77K	Hold	86	–	–	﹤0.01%	411
2022 Q3	$3.36K	Sell	86 -1,622	-95%	-$71.5K	﹤0.01%	410
2022 Q2	$75.4K	Buy	1,708 +15	+0.9%	+$699	0.03%	187
2022 Q1	$79.9K	Buy	1,693 +15	+0.9%	+$684	0.02%	194
2021 Q4	$76K	Buy	+1,678	New	+$73K	0.02%	198

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

West Paces Advisors's SPHD Position: Q1 2023 in Review

West Paces Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 86 shares — an estimated $3.77K sold.

West Paces Advisors first reported a position in SPHD in Q4 2021 and held it in 5 quarters. The position peaked at $79.9K in Q1 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

West Paces Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
West Paces Advisors sold 86 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $3.77K.
West Paces Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 5 quarters.
West Paces Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $79.9K in Q1 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.