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20/20 Capital Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

20/20 Capital Management’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
2021
Q1 		– Sell
-22,647
Closed -$868K – 160
2020
Q4 		$868K Buy
+22,647
New +$811K 0.25% 75

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

20/20 Capital Management's SPHD Position: Q1 2021 in Review

20/20 Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2021, closing a stake of 22,647 shares — an estimated $868K sold.

20/20 Capital Management first reported a position in SPHD in Q4 2020 and held it in 1 quarter. The position peaked at $868K in Q4 2020. 256 funds tracked by Wall St. Rank hold SPHD as of Q1 2021.

  • 20/20 Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • 20/20 Capital Management sold 22,647 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2021, an estimated $868K.
  • 20/20 Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • 20/20 Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $868K in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2021.

Based on 20/20 Capital Management's 13F filing for Q1 2021, filed 12 May 2021.