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

Access Financial Services’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
2017
Q4 		– Sell
-8,647
Closed -$355K – 73
2017
Q3 		$355K Buy
8,647
+580
+7% +$23.4K 0.27% 57
2017
Q2 		$325K Sell
8,067
-1,255
-13% -$50.5K 0.27% 58
2017
Q1 		$378K Buy
+9,322
New +$374K 0.32% 56

Other funds holding SPHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Access Financial Services's SPHD Position: Q4 2017 in Review

Access Financial Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2017, closing a stake of 8,647 shares — an estimated $355K sold.

Access Financial Services first reported a position in SPHD in Q1 2017 and held it in 3 quarters. The position peaked at $378K in Q1 2017. 206 funds tracked by Wall St. Rank hold SPHD as of Q4 2017.

  • Access Financial Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
  • Access Financial Services sold 8,647 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2017, an estimated $355K.
  • Access Financial Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and held it in 3 quarters.
  • Access Financial Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $378K in Q1 2017.
  • 206 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2017.

Based on Access Financial Services's 13F filing for Q4 2017, filed 16 Jan 2018.