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

Aviance Capital Management’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
2018
Q2 		– Sell
-290
Closed -$11K – 281
2018
Q1 		$11K Buy
+290
New +$11.8K ﹤0.01% 227
2016
Q4 		– Sell
-235,102
Closed -$9.15M – 298
2016
Q3 		$9.15M Buy
235,102
+5,383
+2% +$211K 0.25% 90
2016
Q2 		$8.79M Buy
+229,719
New +$8.51M 0.26% 83

Other funds holding SPHD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aviance Capital Management's SPHD Position: Q2 2018 in Review

Aviance Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2018, closing a stake of 290 shares — an estimated $11K sold.

Aviance Capital Management first reported a position in SPHD in Q2 2016 and held it in 3 quarters. The position peaked at $9.15M in Q3 2016. 183 funds tracked by Wall St. Rank hold SPHD as of Q2 2018.

  • Aviance Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 290 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2018, an estimated $11K.
  • Aviance Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2016 and held it in 3 quarters.
  • Aviance Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $9.15M in Q3 2016.
  • 183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.