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

Catamount Wealth 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
2019 Q1	$21K	Hold	500	–	–	0.01%	114
2018 Q4	$21K	Hold	500	–	–	0.01%	101
2018 Q3	$21K	Hold	500	–	–	0.01%	121
2018 Q2	$21K	Hold	500	–	–	0.01%	115
2018 Q1	$20K	Hold	500	–	–	0.01%	113
2017 Q4	$21K	Hold	500	–	–	0.01%	115
2017 Q3	$21K	Hold	500	–	–	0.01%	115
2017 Q2	$20K	Hold	500	–	–	0.01%	117
2017 Q1	$20K	Hold	500	–	–	0.01%	116
2016 Q4	$20K	Hold	500	–	–	0.02%	102
2016 Q3	$19K	Hold	500	–	–	0.02%	99
2016 Q2	$19K	Hold	500	–	–	0.02%	78
2016 Q1	$19K	Hold	500	–	–	0.02%	81
2015 Q4	$17K	Hold	500	–	–	0.02%	81
2015 Q3	$16K	Hold	500	–	–	0.02%	86
2015 Q2	$16K	Hold	500	–	–	0.01%	106
2015 Q1	$16K	Hold	500	–	–	0.01%	92
2014 Q4	$16K	Buy	+500	New	+$16K	0.02%	78

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catamount Wealth Management's SPHD Position: Q1 2019 in Review

Catamount Wealth Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q1 2019 at 500 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #114.

Catamount Wealth Management first reported a position in SPHD in Q4 2014 and has held it in 18 quarters since. 240 funds tracked by Wall St. Rank hold SPHD as of Q1 2019.

Catamount Wealth Management held 500 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $21K as of Q1 2019.
Catamount Wealth Management left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q1 2019.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #114 holding.
Catamount Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2014 and has held it in 18 quarters since.
240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.