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

Acorn Wealth 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
2018
Q1 		– Sell
-1,698
Closed -$72K – 857
2017
Q4 		$72K Buy
+1,698
New +$71.1K 0.07% 208

Other funds holding SPHD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's SPHD Position: Q1 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2018, closing a stake of 1,698 shares — an estimated $72K sold.

Acorn Wealth Advisors first reported a position in SPHD in Q4 2017 and held it in 1 quarter. The position peaked at $72K in Q4 2017. 209 funds tracked by Wall St. Rank hold SPHD as of Q1 2018.

  • Acorn Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,698 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2018, an estimated $72K.
  • Acorn Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 1 quarter.
  • Acorn Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $72K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2018.

Based on Acorn Wealth Advisors's 13F filing for Q1 2018, filed 14 May 2018.