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

Burt Wealth 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
Q1 		– Sell
-1,318
Closed -$52K – 385
2016
Q4 		$52K Buy
+1,318
New +$50.6K 0.05% 169

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 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
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

Burt Wealth Advisors's SPHD Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2017, closing a stake of 1,318 shares — an estimated $52K sold.

Burt Wealth Advisors first reported a position in SPHD in Q4 2016 and held it in 1 quarter. The position peaked at $52K in Q4 2016. 164 funds tracked by Wall St. Rank hold SPHD as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,318 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2017, an estimated $52K.
  • Burt Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $52K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.