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Cedar Brook Financial Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Cedar Brook Financial 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
2019
Q3 		– Sell
-5,333
Closed -$225K – 322
2019
Q2 		$225K Buy
5,333
+38
+0.7% +$1.6K 0.1% 258
2019
Q1 		$225K Buy
+5,295
New +$218K 0.11% 246

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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cedar Brook Financial Partners's SPHD Position: Q3 2019 in Review

Cedar Brook Financial Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2019, closing a stake of 5,333 shares — an estimated $225K sold.

Cedar Brook Financial Partners first reported a position in SPHD in Q1 2019 and held it in 2 quarters. The position peaked at $225K in Q2 2019. 245 funds tracked by Wall St. Rank hold SPHD as of Q3 2019.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,333 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2019, an estimated $225K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $225K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2019, filed 24 Oct 2019.