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

Armor Investment 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
2017
Q4 		– Sell
-1,000
Closed -$41K – 153
2017
Q3 		$41K Hold
1,000
– – 0.04% 117
2017
Q2 		$40K Hold
1,000
– – 0.04% 107
2017
Q1 		$41K Hold
1,000
– – 0.04% 110
2016
Q4 		$39K Buy
+1,000
New +$38.4K 0.04% 112

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

Armor Investment Advisors's SPHD Position: Q4 2017 in Review

Armor Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2017, closing a stake of 1,000 shares — an estimated $41K sold.

Armor Investment Advisors first reported a position in SPHD in Q4 2016 and held it in 4 quarters. The position peaked at $41K in Q3 2017. 206 funds tracked by Wall St. Rank hold SPHD as of Q4 2017.

  • Armor Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
  • Armor Investment Advisors sold 1,000 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2017, an estimated $41K.
  • Armor Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and held it in 4 quarters.
  • Armor Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $41K in Q3 2017.
  • 206 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2017.

Based on Armor Investment Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.