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

Aurora Financial 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	$6M	Buy	+141,342	New	+$5.92M	4.29%	1

Other funds holding SPHD

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Aurora Financial Advisors's SPHD Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2017: 141,342 shares worth $6M. The stake represents 4.29% of the portfolio and ranks #1 among its holdings.

206 funds tracked by Wall St. Rank hold SPHD as of Q4 2017.

Aurora Financial Advisors held 141,342 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $6M as of Q4 2017.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Aurora Financial Advisors position in Q4 2017.
Invesco S&P 500 High Dividend Low Volatility ETF made up 4.29% of Aurora Financial Advisors's portfolio in Q4 2017, its #1 holding.
206 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.