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

Apriem 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
2019
Q1 		– Sell
-36,675
Closed -$1.4M – 139
2018
Q4 		$1.4M Sell
36,675
-2,375
-6% -$95.9K 0.49% 36
2018
Q3 		$1.62M Buy
+39,050
New +$1.63M 0.35% 46

Other funds holding SPHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apriem Advisors's SPHD Position: Q1 2019 in Review

Apriem Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2019, closing a stake of 36,675 shares — an estimated $1.4M sold.

Apriem Advisors first reported a position in SPHD in Q3 2018 and held it in 2 quarters. The position peaked at $1.62M in Q3 2018. 240 funds tracked by Wall St. Rank hold SPHD as of Q1 2019.

  • Apriem Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Apriem Advisors sold 36,675 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2019, an estimated $1.4M.
  • Apriem Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2018 and held it in 2 quarters.
  • Apriem Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.62M in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2019.

Based on Apriem Advisors's 13F filing for Q1 2019, filed 15 May 2019.