Certified Advisory Corp’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Certified Advisory Corp’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
2020 Q2	$178K	Sell	5,419 -18,553	-77%	-$603K	0.06%	185
2020 Q1	$719K	Sell	23,972 -20,382	-46%	-$798K	0.28%	87
2019 Q4	$1.95M	Sell	44,354 -4,967	-10%	-$213K	0.62%	33
2019 Q3	$2.1M	Sell	49,321 -555	-1%	-$23.2K	0.73%	30
2019 Q2	$2.1M	Buy	49,876 +32,969	+195%	+$1.39M	0.78%	29
2019 Q1	$718K	Sell	16,907 -52	-0.3%	-$2.14K	0.3%	80
2018 Q4	$648K	Buy	16,959 +2,829	+20%	+$114K	0.34%	75
2018 Q3	$585K	Sell	14,130 -1,041	-7%	-$43.4K	0.27%	84
2018 Q2	$623K	Sell	15,171 -4,145	-21%	-$166K	0.35%	73
2018 Q1	$761K	Sell	19,316 -53,012	-73%	-$2.16M	0.45%	60
2017 Q4	$887K	Buy	+72,328	New	+$3.03M	0.64%	43

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Certified Advisory Corp's SPHD Position: Q2 2020 in Review

Certified Advisory Corp reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 77% in Q2 2020, selling an estimated $603K and leaving 5,419 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #185.

Certified Advisory Corp first reported a position in SPHD in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.1M in Q3 2019. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

Certified Advisory Corp held 5,419 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $178K as of Q2 2020.
Certified Advisory Corp sold 18,553 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $603K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of Certified Advisory Corp's portfolio in Q2 2020, its #185 holding.
Certified Advisory Corp first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.1M in Q3 2019.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.