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

BSW Wealth Partners’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
Q2 		– Sell
-6,600
Closed -$267K – 86
2017
Q1 		$267K Buy
+6,600
New +$265K 0.13% 60

Other funds holding SPHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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 $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BSW Wealth Partners's SPHD Position: Q2 2017 in Review

BSW Wealth Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2017, closing a stake of 6,600 shares — an estimated $267K sold.

BSW Wealth Partners first reported a position in SPHD in Q1 2017 and held it in 1 quarter. The position peaked at $267K in Q1 2017. 182 funds tracked by Wall St. Rank hold SPHD as of Q2 2017.

  • BSW Wealth Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • BSW Wealth Partners sold 6,600 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2017, an estimated $267K.
  • BSW Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and held it in 1 quarter.
  • BSW Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $267K in Q1 2017.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2017.

Based on BSW Wealth Partners's 13F filing for Q2 2017, filed 8 Aug 2017.