Ameritas Investment Company’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Ameritas Investment Company’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 Q3	$229K	Buy	5,410 +2,175	+67%	+$95.2K	0.01%	638
2021 Q2	$217K	Buy	3,235 +1,563	+93%	+$69.8K	0.01%	682
2021 Q1	$71.7K	Buy	+1,672	New	+$67.1K	0.01%	856
2020 Q2	–	Sell	-5,479	Closed	-$164K	–	1416
2020 Q1	$164K	Sell	5,479 -4,781	-47%	-$187K	0.03%	384
2019 Q4	$452K	Buy	10,260 +629	+7%	+$27K	0.09%	201
2019 Q3	$411K	Sell	9,631 -992	-9%	-$41.4K	0.08%	213
2019 Q2	$447K	Buy	+10,623	New	+$447K	0.21%	111
2019 Q1	–	Sell	-19,270	Closed	-$736K	–	1680
2018 Q4	$736K	Buy	+19,270	New	+$778K	0.16%	123

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameritas Investment Company's SPHD Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 67% in Q3 2021, buying an estimated $95.2K and bringing the position to 5,410 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #638.

Ameritas Investment Company first reported a position in SPHD in Q4 2018 and has held it in 8 quarters since. The position peaked at $736K in Q4 2018. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

Ameritas Investment Company held 5,410 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $229K as of Q3 2021.
Ameritas Investment Company bought 2,175 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2021, an estimated $95.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #638 holding.
Ameritas Investment Company first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $736K in Q4 2018.
268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.