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

Wipfli Financial 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
2022 Q3	$9K	Buy	+221	New	+$9.74K	﹤0.01%	1892
2021 Q3	–	Sell	-5,200	Closed	-$229K	–	45
2021 Q2	$229K	Buy	+5,200	New	+$232K	0.03%	40

Other funds holding SPHD

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

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

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

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

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

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

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

Wipfli Financial Advisors's SPHD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2022: 221 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1892 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in SPHD as recently as Q2 2021.

Wipfli Financial Advisors first reported a position in SPHD in Q2 2021 and has held it in 2 quarters since. The position peaked at $229K in Q2 2021. 309 funds tracked by Wall St. Rank hold SPHD as of Q3 2022.

Wipfli Financial Advisors held 221 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $9K as of Q3 2022.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1892 holding.
Wipfli Financial Advisors 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.
Wipfli Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $229K in Q2 2021.
309 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.