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Bernardo Wealth Planning’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bernardo Wealth Planning’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
Q4 		– Sell
-4,829
Closed -$205K – 170
2019
Q3 		$205K Buy
+4,829
New +$201K 0.15% 149

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bernardo Wealth Planning's SPHD Position: Q4 2019 in Review

Bernardo Wealth Planning sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2019, closing a stake of 4,829 shares — an estimated $205K sold.

Bernardo Wealth Planning first reported a position in SPHD in Q3 2019 and held it in 1 quarter. The position peaked at $205K in Q3 2019. 277 funds tracked by Wall St. Rank hold SPHD as of Q4 2019.

  • Bernardo Wealth Planning reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,829 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2019, an estimated $205K.
  • Bernardo Wealth Planning first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $205K in Q3 2019.
  • 277 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2019.

Based on Bernardo Wealth Planning's 13F filing for Q4 2019, filed 10 Feb 2020.