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

Atlas Capital 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
2020 Q2	–	Sell	-8,565	Closed	-$257K	–	734
2020 Q1	$257K	Hold	8,565	–	–	0.08%	234
2019 Q4	$377K	Sell	8,565 -265	-3%	-$11.4K	0.09%	231
2019 Q3	$376K	Hold	8,830	–	–	0.11%	224
2019 Q2	$372K	Buy	+8,830	New	+$371K	0.12%	204

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Atlas Capital Advisors's SPHD Position: Q2 2020 in Review

Atlas Capital Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 8,565 shares — an estimated $257K sold.

Atlas Capital Advisors first reported a position in SPHD in Q2 2019 and held it in 4 quarters. The position peaked at $377K in Q4 2019. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

Atlas Capital Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Atlas Capital Advisors sold 8,565 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $257K.
Atlas Capital Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2019 and held it in 4 quarters.
Atlas Capital Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $377K in Q4 2019.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.