Arcus Capital Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Arcus Capital Partners’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 Q2	–	Sell	-29,313	Closed	-$1.25M	–	144
2019 Q1	$1.25M	Buy	29,313 +306	+1%	+$12.6K	0.48%	29
2018 Q4	$1.11M	Sell	29,007 -660	-2%	-$26.7K	0.65%	25
2018 Q3	$1.23M	Sell	29,667 -512	-2%	-$21.3K	0.58%	32
2018 Q2	$1.24M	Sell	30,179 -385	-1%	-$15.4K	0.6%	27
2018 Q1	$1.21M	Buy	+30,564	New	+$1.25M	0.68%	28

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Arcus Capital Partners's SPHD Position: Q2 2019 in Review

Arcus Capital Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2019, closing a stake of 29,313 shares — an estimated $1.25M sold.

Arcus Capital Partners first reported a position in SPHD in Q1 2018 and held it in 5 quarters. The position peaked at $1.25M in Q1 2019. 240 funds tracked by Wall St. Rank hold SPHD as of Q2 2019.

Arcus Capital Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
Arcus Capital Partners sold 29,313 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2019, an estimated $1.25M.
Arcus Capital Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and held it in 5 quarters.
Arcus Capital Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.25M in Q1 2019.
240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2019.

Based on Arcus Capital Partners's 13F filing for Q2 2019, filed 19 Jul 2019.