1776 Wealth’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

1776 Wealth’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
2020 Q2	–	Sell	-8,750	Closed	-$338K	–	367
2020 Q1	$338K	Buy	8,750 +3,318	+61%	+$130K	0.14%	108
2019 Q4	$239K	Buy	+5,432	New	+$233K	0.2%	87

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

1776 Wealth's SPHD Position: Q2 2020 in Review

1776 Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 8,750 shares — an estimated $338K sold.

1776 Wealth first reported a position in SPHD in Q4 2019 and held it in 2 quarters. The position peaked at $338K in Q1 2020. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

1776 Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 8,750 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $338K.
1776 Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 2 quarters.
1776 Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $338K in Q1 2020.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.