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	-3,318	Closed	-$99K	–	344
2020 Q1	$99K	Sell	3,318 -2,114	-39%	-$82.8K	0.08%	137
2019 Q4	$239K	Buy	+5,432	New	+$233K	0.2%	87

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 3,318 shares — an estimated $99K sold.

1776 Wealth first reported a position in SPHD in Q4 2019 and held it in 2 quarters. The position peaked at $239K in Q4 2019. 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 3,318 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $99K.
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 $239K in Q4 2019.
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.